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Client Values and Goals #3 – Transcript
In this episode we talk about how to ask the right questions to find your client’s true goals, …
#11 Brendan Frazier – Transcript
Brendan is the Founder of Wired Planning and Host of The Human Side of Money Podcast. He and …
Client Values and Goals #2 – Transcript
In this episode we talk about selling your value, and how to engage and start working with your …
Why having mentors and advisers works well for financial planners with Rey Tacder – Transcript
Today we’re with Rey Tacder, a Financial Consultant / Equities and Securities Salesman / Private Stock Market Trader …
16 AUG 21 – Monday Market Highlights – Transcript
Today we cover Headline US CPI Data, Oil prices, the U.S. Department of Agriculture’s August World Agricultural Supply …
Client Values and Goals #1 – Transcript
In this episode we explore how to present your goals and value offering to a new market.
#10 Jurie Gouwsventer – Transcript
Jurie is the Owner and Founder of Mindfulmoney. He talks about building a practice according to what’s meaningful …
#251 Gordon Jenkins – Transcript
Executive Coach and Accountability Partner Gordon Jenkins joins Fraser to discuss his unconventional approach to networking, including what …