এই এপিসোড সম্বন্ধে
Carl Richards and Reese Harper talk about the opportunity advisors have to simplify their services and concentrate on the core value of human interaction.
They discuss how the traditional comprehensive financial planning model may not meet the needs of most people and how reimagining the delivery of financial advice can help advisors reach a broader market and make a greater impact. If you're interested in learning how to serve more clients by honing in on what truly matters, this episode is a must-listen.
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অতীতের এপিসোডগুলি অনুসন্ধান করুন
Elementality for Financial Advisors | Elements Financial Vitals System™ এর অতীতের এপিসোডগুলি অনুসন্ধান করুন।
এই পডকাস্টের অন্যান্য পর্বগুলি৷
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দাবি পরিত্যাগ: এই পৃষ্ঠায় এম্বেড করা পডকাস্ট এবং আর্টওয়ার্ক Wade Anderson থেকে এসেছে, যা এর মালিকের সম্পত্তি এবং Listen Notes, Inc দ্বারা অনুমোদিত বা অনুমোদিত নয়৷
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