))
Building Trust in Financial Planning
Manage episode 444141521 series 3561330
内容由Impact Partnership and Jim Fox提供。所有播客内容（包括剧集、图形和播客描述）均由 Impact Partnership and Jim Fox 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。
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.
141集单集
分享
