Shifting from Client Meetings to Client Conversations

HUM Curated Podcasts - A podcast by Andy Hart / Listen Notes

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Podcast: Elementality for Financial Advisors | Elements Financial Vitals System™ Episode: Shifting from Client Meetings to Client Conversations Pub date: 2021-11-16 Details: https://www.listennotes.com/e/cc7f4eb498d746cd9444b2985b0f510c/ The podcast and artwork embedded on this page are from Jordan Haines, CFP®, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.