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Episode details
You can get a transcript of this podcast here
Founder of Wired Planning and Host of The Human Side of Money Podcast. He talks about specialising your advice, with a focus on clients’ hopes, goals and dreams. He also covers what questions advisers should be asking, and how to get clients to actually follow the advice they’ve been given.
Brendan Frazier LinkedIn: https://www.linkedin.com/in/brendanfrazier/
Wired Planning Website: https://www.wiredplanning.com/
You can get a transcript of this podcast here
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