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10min chapter
Joe Duran - Humanizing Wealth Management: How Personalization is Shaping the Future of Financial Services
Standard Deviations with Dr. Daniel Crosby
Wealth Beyond Money
This chapter explores the evolution of wealth management through a human-first philosophy, emphasizing alignment with personal values and 'return on life.' It discusses the importance of understanding clients' financial priorities and biases to foster deeper trust and enhance financial advice.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode