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S2 E1: Shruti Joshi, COO of Facet Wealth | Fintech | Financial Planning

Humans of Fintech

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How to Be Human With Your Clients

The professional can be just as human as because the client needs it, says imean. Financial planning is arguably second rateis, he adds. "It's first about helping to understand what our clients are looking to do" 'You have to go out there and connect with them' - Emm.

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