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Ep 406: Exiting To A Perpetual Purpose Trust To Facilitate Internal Leadership Succession Without Indebting G2 Advisors with Michael Kramer

Financial Advisor Success

CHAPTER

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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