• Deep Connections Through Financial Planning | Frank Legan

  • Aug 28 2024
  • Length: 28 mins
  • Podcast

Deep Connections Through Financial Planning | Frank Legan

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  • Summary

  • Frank Legan, a financial advisor and author from Cleveland, discusses his human-centered approach to financial planning and investment management. He emphasizes the importance of addressing the dangers and opportunities in clients' financial lives and building deep connections with them. He also talks about the marketing strategies his firm uses, such as writing articles, creating videos, and nurturing relationships with referral partners.

    Takeaways

    • A human-centered approach to financial planning and investment management builds deep connections with clients and addresses their unique dangers and opportunities.
    • Sharing personal stories and vulnerabilities can create meaningful connections with clients and inspire them.
    • Believing in oneself and putting in the effort are key to success in the business world.
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