))
Deep Connections Through Financial Planning | Frank Legan
Fetch error
Hmmm there seems to be a problem fetching this series right now.
Last successful fetch was on September 02, 2024 16:05 (
What now? This series will be checked again in the next hour. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 436673627 series 3583057
Indhold leveret af Cannon Spears. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Cannon Spears eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Frank Legan, a financial advisor and author from Cleveland, discusses his human-centered approach to financial planning and investment management. He emphasizes the importance of addressing the dangers and opportunities in clients' financial lives and building deep connections with them. He also talks about the marketing strategies his firm uses, such as writing articles, creating videos, and nurturing relationships with referral partners.
Takeaways
- A human-centered approach to financial planning and investment management builds deep connections with clients and addresses their unique dangers and opportunities.
- Sharing personal stories and vulnerabilities can create meaningful connections with clients and inspire them.
- Believing in oneself and putting in the effort are key to success in the business world.
11 episoder
Del
