On this week's episode of Conversations for Financial Professionals, I chat with Martin Seay, Ph.D., CFP® about the importance of establishing trust to build client relationships in the financial services industry.

In the full episode, you'll discover:

🎙️Martin's story and origin in financial planning

🎙️How understanding a client's money story contributes to the financial planning relationship

🎙️Why planners do well to understand their own money stories

🎙️The 3 "must haves" in the client-planner relationship to illicit behavioral change

🎙️How financial planning might look 20 years from now and the skills aspiring financial professionals need to develop

🎙️In your own words, what does the phrase "personal financial planning" mean to you?

Community Question

🎙️When asked where are you on the journey, Admir from YT says he still unsure on his direction although he’s passed L&H and SIE. What advice would you give?

Resources:

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