Artwork for podcast Simply Why
Managing Stress
Episode 134th October 2023 • Simply Why • Morton Brown Family Wealth
00:00:00 00:21:20

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What stresses out your financial advisor? It may not be what you think. Katie and Dennis disclose common behind-the-scenes stressors for financial advisors and how they can trickle down to clients. Katie and Dennis reveal how they've designed a service model that helps to alleviate stress and allows their team to show up for clients in the best way possible.

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