
Know Your Client's Trust Levels
Mar 25, 2010 - 3:08
Radio and PodcastLive Radio & Podcasts
The primary foundations of Financial DNA are "Know Thyself" and Know Thy Client". However, what I have not spoken up much before about is "Know Thy Investments". For both the advisor and the client this is absolutely cri...
Know Thy Investments is an episode from Financial DNA - Discovering Your Unique Financial Personality for a Quality Life! by financialdna. The primary foundations of Financial DNA are "Know Thyself" and Know Thy Client". However, what I hav...
This episode belongs to Financial DNA - Discovering Your Unique Financial Personality for a Quality Life!.
Use the player on this page to stream the episode online.
Published Apr 21, 2009, 2:57 long, audio available.
The primary foundations of Financial DNA are "Know Thyself" and Know Thy Client". However, what I have not spoken up much before about is "Know Thy Investments". For both the advisor and the client this is absolutely critical to successful investing. Who at some point has been caught in an investment they did not fully understand and lost money?
You can listen to Know Thy Investments online on Radio and Podcast. Open the player on this page to stream the available audio.
Know Thy Investments is an episode from Financial DNA - Discovering Your Unique Financial Personality for a Quality Life! by financialdna.
This episode is 2:57 long.
This episode was published on Apr 21, 2009.
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Yes. This page shows related episodes from Financial DNA - Discovering Your Unique Financial Personality for a Quality Life! when more episodes are available from the podcast feed.
You can listen to Know Thy Investments on this page when the episode audio is available from the podcast feed.
Know Thy Investments is from Financial DNA - Discovering Your Unique Financial Personality for a Quality Life! by financialdna.
Published Apr 21, 2009 and 2:57 long