Providing a Human-First Value Add for Clients and Advisors episode artwork

EPISODE · Aug 16, 2023 · 27 MIN

Providing a Human-First Value Add for Clients and Advisors

from The Out and About Podcast · host Out and About Communications

An inspiring chat with Lindsay Troxell, founder of Our Coaching Initiative, who is revolutionizing financial advising by integrating life coaching.

Episode metadata supplied by the publisher feed · Published Aug 16, 2023

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Providing a Human-First Value Add for Clients and Advisors

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