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6min chapter
Encore Episode: Who Are Your Prospects?
The Perfect RIA
Building a Cohesive Financial Team: Authenticity and Stress Management
This chapter emphasizes the necessity of a united financial team to support small business owners amidst conflicting advice from various professionals. It also highlights the importance of authenticity, boundary-setting, and stress management in fostering productive client relationships.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode