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In Episode 20 of #GetJasched, I'm joined by Stacy Barnes, a financial advisor who has built her business and brand at NextGen Advisory around building genuine relationships and mutual respect between her and her clients.
In this episode, Stacy gives an insight into this particular financial advisor's life, sharing stories on all the different kinds of conversations she might have in a day with clients, and how that communication varies from the detailed-focused, analytical approach to that of getting to know each other on a real, personal level more than anything else. It's a great insight into how financial services do not need to be cold and impersonal, and an understanding of how much adaptive communication is really required.

https://www.nextgenadvisory.com.au

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