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What the Advisor Said......What the Client Heard
  • 08/05/2007
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What the Advisor Said......What the Client Heard

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Descripción de What the Advisor Said......What the Client Heard

Communication is a significant theme in Financial DNA and one that I am often asked to talk about. Certainly, it is a foundational starting point in all of our work with advisors and clients. How... Your financial future may depend as much on your personality as it does on your portfolio. That's the idea behind a growing trend in the financial planning industry. These podcasts will give you an introduction and graphic demonstrations of how this can be put into practice.

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communication education personal business investment financial management planning development finance money advice wealth Relationships behavior couples

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