The Human Advisor

Scott Frank – Guiding clients through the financial maze


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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.

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The Human AdvisorBy Altruist

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4.6

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