Episode Details
Back to Episodes
The Power of the Pivot Part One
Description
I recently joined Managing Your Practice, a podcast from Dimensional Fund Advisors dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience.
In this episode, we talked about navigating major life and career transitions, both for yourself and your clients. From burnout to reinvention, we also discussed practical insights on how great advisors can lead with empathy and help clients make confident, meaningful changes.
Have a money question? Email us here
Subscribe to Jill on Money LIVE
Subscribe to Jill on Money Newsletter
YouTube: @jillonmoney
Instagram: @jillonmoney