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Building Trust in Financial Planning
Manage episode 444141521 series 3561330
Innhold levert av Impact Partnership and Jim Fox. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Impact Partnership and Jim Fox eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
In this episode of Financial Straight Talk, Jim Fox and Jerry Payne discuss the importance of understanding client vulnerability in financial planning. Jim shares personal anecdotes to illustrate the apprehension many clients feel when discussing their financial situations. He emphasizes a no-nonsense approach to financial advice, aiming to create a comfortable environment for clients. The conversation highlights the significance of treating every client with respect and understanding, regardless of their financial status, and the importance of building trust in the financial advisory process.
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