The Stacking Benjamins Show cover image

Why Are You So Effing Tired? (with Dr. Amy Shah)

The Stacking Benjamins Show

00:00

Human Planters Can Offer Really Good Service

The role of a financial adviser is far more building that confidence and about behavioral stuff than it is about asset management or insurance planning. If human planters are going to be able to occupy that space, there's a type of training that they need that they don't currently receive as congies. And that's really around things like helping clients to un stand the challenges that they're facing.

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