Mastering the human side of advice will:
- Enrich your clients’ lives
- Enhance your relationships with clients
- Forever change the trajectory of your business/career
Think it sounds too good to be true?
Listen to these 7 stories from advisors around the world sharing how the human side has made their clients and their practice infinitely better off.
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Resources:
- The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals
Connect with Brendan Frazier:
The Human Side of Money