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Douglas A. Boneparth — Building the Web 2.0 to 3.0 Bridge (EP.98)

Infinite Loops

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The Key to Developing Business Is Relational Ability

The great part about being a certified financial planner and someone who deals with people's personal finances is the education requirement. You have to educate your clients, not just on ot o simplified jar into terms they understand, but how to simplify their financial livesinto helping them make effective and prudent financial decisions. And i don't think you're going to be very effective developing business if you're unable to break it down to a relateable level. It's about relate ability. Think like a capitalist, but have a little bit of the heart of a social worker here.

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