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What does it take to become a next level advisor? Join our discussions with financial advisors and industry experts from a variety of specialties and backgrounds to discover how.
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Thursday Oct 29, 2020
Thursday Oct 29, 2020
The term "genuine connection" is thrown around a lot in the financial services industry, but what does it mean to actually have one with your clients? Jennifer Lee, founder of Modern-Wealth, discusses the personal motivations that drive her approach to financial advising, exploring how building relationships from a perspective of empathy creates a solid foundation for planning opportunities.
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