45: Designing A Discovery Process To Maximize Return On Life with Mitch Anthony

The Human Side of Money - A podcast by Brendan Frazier - Wednesdays

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The best conversations with clients and prospective clients have two things in common: 1) They create trust and connection that allows the person to open up and share information with you that they’ve likely never shared before 2) They unearth valuable information and stories about the person that provides insights to help them align their … Read More Read More

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