
Ep 406: Exiting To A Perpetual Purpose Trust To Facilitate Internal Leadership Succession Without Indebting G2 Advisors with Michael Kramer
Financial Advisor Success
Building Trust Through Values-Based Conversations
This chapter underscores the significance of public speaking and personal interaction in fostering trust as a financial advisor. It advocates for engaging clients in meaningful discussions about their values and aspirations, particularly in the context of socially responsible investing.
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