Zebra Smash - Real Financial Planners | Real Conversations

Episode 77 - Old School Cool with Jim Whiddon


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We've covered "soft skills" in a number of episodes, but our guest Jim Whiddon has spent the last few years really digging in on the topic. He even wrote a book on the subject. That book is The Old School Advantage.

Listen in as we cover topics like how a junior advisor can gain the trust of a 70 year old client. We also work on Roger's deficient conversation skills.

Jim's website, where you can order the book, is at http://theoldschooladvantage.com/

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Zebra Smash - Real Financial Planners | Real ConversationsBy Zebra Smash - Ben Birken, Roger Pine