Empathy Over Economics: What Clients Really Need from Advisors Right Now, How the Wealthy Do It — 031
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Empathy Over Economics: What Clients Really Need from Advisors Right Now, How the Wealthy Do It — 031
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About this listen
- Prioritizing empathy over charts during market stress
- Real-life investing routines that resonate with clients
- How the wealthy do it: Brokerage accounts & borrowing
- Planning advice for 40-somethings
- Corporate bonus season investing behaviors
- Apple TV & Minecraft
We hope you enjoy!
Thanks for listening!
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Nic on LinkedIn
📄 Dollars & Diagrams Newsletter
Know My Plan - YouTube
Corey on LinkedIn
Corey on YouTube
We hope you enjoy!
Thanks for listening!
---
📄 Dollars & Diagrams Newsletter
📃 Marketing Notes Newsletter
Nic on LinkedIn
Know My Plan - YouTube
Corey on LinkedIn
Corey on YouTube