Navigated to The Power of the Pivot Part One

The Power of the Pivot Part One

September 13
26 mins

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Episode Description

I recently joined Managing Your Practicea podcast from Dimensional Fund Advisors dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience.

In this episode, we talked about navigating major life and career transitions, both for yourself and your clients. From burnout to reinvention, we also discussed practical insights on how great advisors can lead with empathy and help clients make confident, meaningful changes.

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