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You’ll hear from:
Travis Manning
Angelia Z. Shay, ChFC, CLU
Jose Victor Vuilleumier Valdez
Episode breakdown:
0:33 – Millennials’ collaborative nature
1:54 – How to focus conversations on showing, not telling
3:33 – Helping clients recognize how quickly time passes
5:15 – If increased client engagement makes advisors’ jobs easier or harder
7:29 – The ever-present importance of simplifying
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