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Ep 440: Making Client Meetings More Consistent Across Multiple Advisors By Utilizing A “Money Personality” Assessment with Nina Hajjar

Financial Advisor Success

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Resilience and Relationships in Advisory Business Growth

This chapter explores the speaker's experiences in establishing their advisory business, highlighting unexpected successes and the resilience required to overcome challenges. Through recounting difficult client interactions and the emotional impact of a significant partnership breakup, the speaker reinforces the importance of relationships and reignites their passion for the financial advisory field.

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