Resolve Riffs Investment Podcast cover image

Aligning Spirit, Mind, Body & Money with Justin Castelli

Resolve Riffs Investment Podcast

00:00

Building Trust: The Human Element in Financial Advisory

This chapter explores the importance of emotional connections in financial advisory, emphasizing that successful client relationships are rooted in trust rather than transactions. It highlights the impact of daily reflection through writing on personal growth and the necessity for advisors to adapt by embracing authenticity in their client interactions.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app