AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
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.