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BeAdvised: Leading With Value – Podcast Series

Episode 25: Start Integrating that Voice of the Client – With Julie Littlechild

Episode 25: Start Integrating that Voice of the Client – With Julie Littlechild

Episode 25: Start Integrating that Voice of the Client – With Julie Littlechild “We have to remind ourselves that we're not a proxy for our client's needs,…

raynasouthart June 16, 2021
Episode 24: Cracking The Code to Investing in Success – With Chip Munn

Episode 24: Cracking The Code to Investing in Success – With Chip Munn

Episode 24: Cracking The Code to Investing in Success – With Chip Munn “I think that the willingness to change and adapt to new things is going to be…

raynasouthart June 9, 2021
Episode 22: Don’t Be The Hero Advisor – With Bill Cates

Episode 22: Don’t Be The Hero Advisor – With Bill Cates

Episode 22: Don’t Be The Hero Advisor – With Bill Cates “When you come off strong with credibility, the prospect may feel like a victim or it will just…

raynasouthart May 18, 2021
Episode 21: Focusing on The Problem, Not The Solution – With Adam Cmejla, CFP®

Episode 21: Focusing on The Problem, Not The Solution – With Adam Cmejla, CFP®

Episode 21: Focusing on The Problem, Not The Solution – With Adam Cmejla, CFP® “If you think through these little backdoor ways, you can bring the credibility…

raynasouthart April 20, 2021
Episode 20: Your Time Is Ticking – With Ed Slott

Episode 20: Your Time Is Ticking – With Ed Slott

Episode 20: Your Time Is Ticking – With Ed Slott “Whether it’s a birth, death or marriage, you should know what's going on in your client's life, if you…

test March 31, 2021
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