<a href="https://youtu.be/Zc_uBXtt4c0">Watch on YouTube</a>04:43 – The benefits of CFP certification and what needs improvement11:27 – Why advisors need to rethink how they engage with clients in a digital age28:22 – Organic marketing practices to help scale your business45:55 – Embracing authenticity and leaving behind the expectations of your peersLearn more about us  ► <a href="https://altruist.com/">https://altruist.com/</a>

Watch on YouTube 04:43 – The benefits of CFP certification and what needs improvement 11:27 – Why advisors need to rethink how they engage with clients in a digital age 28:22 – Organic marketing practices to help scale your business 45:55 – Embracing authenticity and leaving behind the expectations of your peers Learn more about us ► https://altruist.com/

<a href="https://youtu.be/Zc_uBXtt4c0" rel="noopener noreferrer">Watch on YouTube</a>04:43 – The benefits of CFP certification and what needs improvement11:27 – Why advisors need to rethink how they engage with clients in a digital age28:22 – Organic marketing practices to help scale your business45:55 – Embracing authenticity and leaving behind the expectations of your peersLearn more about us&nbsp; ► <a href="https://altruist.com/" rel="noopener noreferrer">https://altruist.com/</a>

Morgen Rochard – What really matters to clients

Get inspired to do the best work of your life with real, unvarnished stories by and for independent financial advisors. Only on The Human Advisor, hosted by Altruist.

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Morgen Rochard – What really matters to clients

Morgen Rochard – What really matters to clients