The Next Level Advisor

A Love Letter to Your Clients


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The term "genuine connection" is thrown around a lot in the financial services industry, but what does it mean to actually have one with your clients? Jennifer Lee, founder of Modern-Wealth, discusses the personal motivations that drive her approach to financial advising, exploring how building relationships from a perspective of empathy creates a solid foundation for planning opportunities.

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The Next Level AdvisorBy The Pinnacle Group

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