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Timestamps:
11:50 – Financial advisors are not meant to be heroes.
16:00 – Marketing tips for advisors to cast a wider net.
17:09 – The EVOK method for uncovering what really matters.
20:40 – Tissues & chocolate: creating a safe space for clients.
27:50 – Three powerful questions to unlock the truth.
4.6
4141 ratings
Watch on Youtube
Timestamps:
11:50 – Financial advisors are not meant to be heroes.
16:00 – Marketing tips for advisors to cast a wider net.
17:09 – The EVOK method for uncovering what really matters.
20:40 – Tissues & chocolate: creating a safe space for clients.
27:50 – Three powerful questions to unlock the truth.