))
Deep Connections Through Financial Planning | Frank Legan
Archivált sorozatok ("Inaktív feed" status)
When?
This feed was archived on October 12, 2024 11:05 (
Why? Inaktív feed status. A szervereink huzamosabb ideig nem tudtak érvényes podcast-feedet megjeleníteni.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 436673627 series 3583057
A tartalmat a Cannon Spears biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Cannon Spears vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
Frank Legan, a financial advisor and author from Cleveland, discusses his human-centered approach to financial planning and investment management. He emphasizes the importance of addressing the dangers and opportunities in clients' financial lives and building deep connections with them. He also talks about the marketing strategies his firm uses, such as writing articles, creating videos, and nurturing relationships with referral partners.
Takeaways
- A human-centered approach to financial planning and investment management builds deep connections with clients and addresses their unique dangers and opportunities.
- Sharing personal stories and vulnerabilities can create meaningful connections with clients and inspire them.
- Believing in oneself and putting in the effort are key to success in the business world.
11 epizódok
Megosztás
