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You’ll hear from:
Daniel Evan Jossen, CFP
Keunhwa Lori Moon
David John Munson Jr.
Episode breakdown:
0:35 – Training before the game
1:22 – Establishing the rehearsal process
2:21 – “Watching the game tape”
3:15 – When a presentation goes too fast
4:34 – Identifying flaws in your performance
5:25 – Exchanging words for value
6:01 – Feeling surprised when clients don’t understand
7:40 – Being a financial therapist
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