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How Advisors Use The Psychology of Money by Morgan Housel

Автор: Streamline My Practice: For Financial Advisors

Загружено: 2023-03-24

Просмотров: 1681

Описание: Financial Advisors,
Let’s look at how financial advisors can become better at our craft and our business using 5 concepts from the book "The Psychology of Money" by Morgan Housel.

These concepts in this book are related to how can we better serve our clients, how to communicate better, and how to create a successful financial planning strategy.


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https://www.streamlinemypractice.com/...


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________________________

This channel is made for Financial Advisors who are looking to grow their practice so that they can positively impact more people for good.

Some of the things we'll be talking about are advisor marketing, practice management, how the best advisors find and attract new clients, advisor communication strategies, and how to keep your clients happy for life. We'll also be looking at the typical day in the life of a financial advisor. Some other great financial adviser youtube channels are Michael Kitces, Carl Richards at The Society of Advice, Samantha Russell Twenty Over Ten -Marketing For Financial Advisors, Jumpstart YOUniversity with Dominique Henderson, and The Compound with Josh Brown and Michael Batnick.

Financial Advisors have an important role in removing the burden of finances from their client's shoulders.
And this is the place for them to come and grow as an advisor.
_______________________
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Star Sky - Simon Groß
Subway Dreams- Dan Henig

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How Advisors Use The Psychology of Money by Morgan Housel

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