How to buy Rob's book:
Discount code: PTD1
https://vindigopress.com/product/7-pillars-of-financial-health/
Unlock the secrets of effective financial communication and revolutionize your financial planning experience with insights from our latest episode featuring Warren, Craig, Bronwyn, and special guest Rob Mac Donald. Discover how mastering the art of dialogue can transform the way you and your financial planner collaborate, ultimately leading to a more satisfying and successful financial journey. Learn from real-life examples and expert takes on the psychology behind financial interactions, as we draw parallels to Malcolm Gladwell's insights on doctor-patient communication and highlight the profound impact small changes can make.
Join us as we dissect practical strategies for enhancing understanding and trust between clients and financial professionals. We delve into the role of clear, jargon-free language and consistent communication—be it through newsletters or podcasts—in building enduring relationships that withstand the test of time. Hear how one planner's perception of a client's needs shifted dramatically due to an open and honest conversation, underscoring the crucial importance of staying connected as life evolves. This episode is your gateway to navigating long-term financial planning with confidence and clarity.
Please subscribe to our podcast or have a look at our website
www.growthfp.co.za
