Episode Synopsis "A Love Letter to Your Clients"

The term "genuine connection" is thrown around a lot in the financial services industry, but what does it mean to actually have one with your clients? Jennifer Lee, founder of Modern-Wealth, discusses the personal motivations that drive her approach to financial advising, exploring how building relationships from a perspective of empathy creates a solid foundation for planning opportunities.

Listen "A Love Letter to Your Clients"

More episodes of the podcast The Next Level Advisor

• What's on the horizon for business owners in 2024 and beyond?
• Why Estate Planning is a Must-Have Conversation
• Uncovering Retirement Opportunities
• How Staying Social Leads to Success
• Collaboration is key
• A Love Letter to Your Clients
• What's the purpose. . .of finding a purpose?
• Creating a Meaningful Impact
• Virtual Prospecting Done Right
• Adapting to a Virtual World
• Better Branding, Better Business
• Standing out in today's environment
• Premium Financing: From Skepticism to Success
• It's not about what you know, but who you know
• Growing your business through collaboration
• SBA Loans: Critical Next Steps For Business Owners