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Advancing Flourishing: A 10x10 Learning Roadmap - Keith Whitaker, Stacy Allred, Joan DiFuria, and Stephen Goldbart

Wealth of Wisdom

CHAPTER

Exploring the Delicate Balance of Advisor Confidence and Humility

This chapter emphasizes the importance of advisors approaching clients with humility, listening without judgment, and asking insightful questions to understand their core fears, wants, and needs. It highlights the balance between learning from clients and sharing knowledge, fostering trust and mutual education without being attached to specific outcomes.

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