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14: How a coaching strategy impacts an advisor's business
Manage episode 218294366 series 1860640
Контент предоставлен The Brighthouse Financial Insights Panel. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией The Brighthouse Financial Insights Panel или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
A coaching strategy will be a boom not only for your business but for your clients’ overall financial health, too. Listen to our experts talk about why a strategic coaching approach is important and how advisors can develop more meaningful relationships with their clients through coaching. Speaking to us in this episode are J. Michael Collins, financial capability expert and faculty director of the Center for Financial Security at the University of Wisconsin-Madison, and Matt Oecshli, advisor champion and CEO of The Oechsli Institute.
31 эпизодов
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Manage episode 218294366 series 1860640
Контент предоставлен The Brighthouse Financial Insights Panel. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией The Brighthouse Financial Insights Panel или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
A coaching strategy will be a boom not only for your business but for your clients’ overall financial health, too. Listen to our experts talk about why a strategic coaching approach is important and how advisors can develop more meaningful relationships with their clients through coaching. Speaking to us in this episode are J. Michael Collins, financial capability expert and faculty director of the Center for Financial Security at the University of Wisconsin-Madison, and Matt Oecshli, advisor champion and CEO of The Oechsli Institute.
31 эпизодов
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We're no longer publishing new episodes of this podcast, but check out our podcast Consider This, where we help you make sense of a major news story and what it means to you six days a week.
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continue reading
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…
continue reading
The definitive business podcast from the BBC. Each week, the BBC's Evan Davis is joined by bosses, entrepreneurs and industry experts, to lift the lid on how their businesses work, and what it’s like to be in charge. They discuss a big issue, a big challenge, or a big question facing their industry. From managing AI to managing millennials, from supermarkets to supercharging a new product. And our guests will share their stories of success and failure along the way. Podcasts are published ev ...
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A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon. Want more Slate Money? Subscribe to Slate Plus to unlock weekly bonus episodes. Plus, you’ll access ad-free listening across all your favorite Slate podcasts. Subscribe now on Apple Podcasts by clicking “Try Free” at the top of our show page. Or, visit https://slate.com/moneyplus to get access wherever you listen.
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continue reading
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