New Stories in Finance
The conversation emphasizes the need for advisors to shift the narrative from performance-centric marketing to a more holistic approach that incorporates behavioral finance. Clients often lack awareness of the true value advisors can provide, which leads to a disconnect in perceived value. By fostering a deeper understanding and connection, advisors can create a more meaningful experience that transcends mere transactional relationships.In this clip
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Animal Spirits Podcast
Talk Your Book: How to Make Better Financial Decisions with Daniel Crosby
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