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AdviceTech Podcast #79 - MoneyMind Profile
Manage episode 413267653 series 1398082
内容由Ensombl提供。所有播客内容（包括剧集、图形和播客描述）均由 Ensombl 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
This week, Patrick talks with Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They chat about how the MoneyMind Profile tool helps advisors better understand their clients' personalities and behaviors to build trust and tailor their advice process on an individual basis.
Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/ MoneyMind Profile Website: https://www.moneymindprofile.com/ Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240419
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879集单集
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Manage episode 413267653 series 1398082
内容由Ensombl提供。所有播客内容（包括剧集、图形和播客描述）均由 Ensombl 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
This week, Patrick talks with Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They chat about how the MoneyMind Profile tool helps advisors better understand their clients' personalities and behaviors to build trust and tailor their advice process on an individual basis.
Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/ MoneyMind Profile Website: https://www.moneymindprofile.com/ Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240419
Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/
General Disclaimer – https://www.ensombl.com/disclaimer/
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A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman and Rob Litterst from The Hustle.
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continue reading
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Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
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Find distressed properties for pennies on the dollar and turn them for huge profits!
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