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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)

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

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

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

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