Artwork

Content provided by Cannon Spears. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cannon Spears or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Player FM - Aplicație Podcast
Treceți offline cu aplicația Player FM !

Deep Connections Through Financial Planning | Frank Legan

27:49
 
Distribuie
 

Serii arhivate ("Sursă inactivă" status)

When? This feed was archived on October 12, 2024 11:05 (18d ago). Last successful fetch was on September 02, 2024 16:05 (2M ago)

Why? Sursă inactivă status. Servele noastre nu au putut să preia o sursă valida de podcast pentru o perioadă îndelungată.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 436673627 series 3583057
Content provided by Cannon Spears. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cannon Spears or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.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.
  continue reading

11 episoade

Artwork
iconDistribuie
 

Serii arhivate ("Sursă inactivă" status)

When? This feed was archived on October 12, 2024 11:05 (18d ago). Last successful fetch was on September 02, 2024 16:05 (2M ago)

Why? Sursă inactivă status. Servele noastre nu au putut să preia o sursă valida de podcast pentru o perioadă îndelungată.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 436673627 series 3583057
Content provided by Cannon Spears. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cannon Spears or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.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.
  continue reading

11 episoade

Toate episoadele

×
 
Loading …

Bun venit la Player FM!

Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.

 

Ghid rapid de referință