Episode description

Guest Sue Aitken: https://sjamortgages.co.nz/

Chapters

00:00 Creating Distance and Setting Boundaries

04:09 Celebrating Successes and Solving Problems

07:04 The Importance of Compassion and Understanding

10:10 Learning from Personal Experiences

12:13 Setting Boundaries and Managing Expectations

15:20 Trusting the Gut Feeling

22:37 Managing Expectations and Delegating Tasks

24:21 Being Selective in Helping Others

26:19 Setting Boundaries and Valuing Yourself

30:45 Navigating Self-Worth and Charging for Services

33:02 Training Referrers and Setting Expectations

34:47 Defining the Quality of Opportunities

39:28 Understanding Clients' Goals and Dreams

44:53 Selling a Sense of Financial Security

48:49 Helping Clients Sleep at Night

52:05 Building Personal Connections with Clients