Standard Deviations with Dr. Daniel Crosby cover image

Neil Bage - The Vital Role of Self-Care in a Financial Advisor's Professional Growth

Standard Deviations with Dr. Daniel Crosby

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How to Knit a Relationship With a Client

I think you can do a lot to knit two people together. There's this great research on who we like, right? We like people who are like us. One of the ways that you can prove you're like someone is sort of bonding around a shared struggle. And yet if you introduce it at the wrong time, it's dismissive. They don't need to hear about Aunt Mabel now. Because she needs love and empathy and a listening ear.

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