November 11, 2021 • 33 mins
A financial advisor’s toolkit should consist of two parts: the tools to build a client’s optimal financial plan and the empathy to relate to the client’s wishes, both in and outside of the office. In this episode, David Armstrong is joined by Kristi Rodriguez, SVP of Nationwide Retirement Institute and John Carter, president of Nationwide … Continue reading The Tools Of The Trade with Kristi Rodriguez and John Carter →
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