Human-centric Investing Podcast
How to Identify Your Clients’ Money Style
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:24:28
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Sinopse
Clients relate to their money and their financial professional based on their "money style." Barbara Kay, business psychology coach, shares how to identify and tailor your communication to clients based on their particular style.
