Understanding the Intersection of Money & Culture
Mar 19, 2019•54 min•Season 3Ep. 1
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Episode description
In this episode, Saundra Davis is going to help us understand how to get to the need under the need - because it’s never just about the money. Working with clients on their personal finances can be challenging, and it will be even more challenging if we don’t look to approach our diverse client base with curiosity, openness, and the ultimate goal of helping them find their best financial life.
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