• Building Trust in Financial Planning

  • 2024/10/08
  • 再生時間： 12 分
  • ポッドキャスト

Building Trust in Financial Planning

無料で聴く

ポッドキャストの詳細を見る

  • サマリー

  • 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.

    Ready to connect with Jim today? Get some Financial Straight Talk!

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示

あらすじ・解説

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.

Ready to connect with Jim today? Get some Financial Straight Talk!

See omnystudio.com/listener for privacy information.
続きを読む 一部表示

Building Trust in Financial Planningに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。