AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
How Surge Fails
The Perfect RIA
The Impactful Role of Financial Advisors in Clients' Lives
Exploring the emotional and impactful aspects of financial advising through a client scenario involving challenging financial decisions after a spouse's passing, emphasizing the advisor's role in providing empathetic guidance and strategic support.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode