100: A Collection of Advisor Stories Telling The Power of The Human Side

The Human Side of Money

Nov 9 2023 • 1 hr 4 mins

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.

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.

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