22. Dr. Mary Bell Carlson and Jonathan Walker on the Intersection of Technology and Humanity in Financial Planning

On the Circuit
21/06/2023 34 min

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Episode Synopsis

In this week’s episode, Dr. Mary Bell Carlson and Jonathan Walker challenge financial advisors to embrace technology and humanity to achieve efficiency and emotional intelligence with clients. These industry experts from the Financial Behavior Keynote Group agree that by establishing a solid rapport, advisors can better understand their clients' needs, goals, and values, thus being able to provide more personalized and meaningful service. Building trust with clients also ensures a long-l...

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