410. Wealth 3.0 and Financial Advice w/ Sandi Bragar and Cammie Doder
Earn & Invest
00:00
The Importance of a Good Relationship With Clients
There's some folks that don't like to delegate and they want to micromanage. And my style isn't like that. I educate the client. I let them know what's going on, but not every single step of the way. So if there is something that's in the way, it could be some sort of values mismatch.
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