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November 22, 2024 39 mins

In this engaging conversation, colleagues and Investment Advisor Reps, Jamey Hendricks and Shayna Tucker explore the intricacies of financial advising, particularly focusing on the unique challenges and needs of women in the financial landscape. They discuss the importance of building relationships with clients, understanding their values, and the role of mindset in managing finances. The conversation also touches on the balance between career and family life, the dynamics of money in relationships, and the necessity of having a financial advisor to navigate the complexities of personal finance.

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