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Articles & Podcasts

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"To Best Connect with Clients, Connect with Yourself," Fortin and Martin, The Journal of Financial Planning (Feb, 23)

"How Advisors Can Combat Rising Stress Levels," interview with Patricia McDaniel, March, 22.

"Connect with Yourself to Better Connect with Clients," May, 22.

"Advisors Reminded of the Power of Listening When Talking to Clients," Jan, 22.

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