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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- Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/
- Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/
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