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Deep Connections Through Financial Planning | Frank Legan
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Manage episode 436673627 series 3583057
محتوای ارائه شده توسط Cannon Spears. تمام محتوای پادکست شامل قسمتها، گرافیکها و توضیحات پادکست مستقیماً توسط Cannon Spears یا شریک پلتفرم پادکست آنها آپلود و ارائه میشوند. اگر فکر میکنید شخصی بدون اجازه شما از اثر دارای حق نسخهبرداری شما استفاده میکند، میتوانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.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.
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