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In a new episode of Head to Head, Jackie Larson (Senior Vice President of the Westside Group at RBC Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss how to find your client’s “money language,” the way she works to empower a new generation of women in financial services and how she built an impressive career on kindness and compassion.
“Everybody has a different background as to what their upbringing was around money. And I think the sooner you can learn about the language that they are accustomed to and how they speak, if you can speak on that same level, they feel heard and understood.”–Jackie Larson
Have a question for our experts? Text us for a chance to have your questions answered on the next episode.
To watch the video version, go to https://www.youtube.com/@
For more research insights go to https://futurestandard.com/insights
5
3636 ratings
In a new episode of Head to Head, Jackie Larson (Senior Vice President of the Westside Group at RBC Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss how to find your client’s “money language,” the way she works to empower a new generation of women in financial services and how she built an impressive career on kindness and compassion.
“Everybody has a different background as to what their upbringing was around money. And I think the sooner you can learn about the language that they are accustomed to and how they speak, if you can speak on that same level, they feel heard and understood.”–Jackie Larson
Have a question for our experts? Text us for a chance to have your questions answered on the next episode.
To watch the video version, go to https://www.youtube.com/@
For more research insights go to https://futurestandard.com/insights
9,207 Listeners