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The Personalized Path: Customized Approaches for Your Clients...and Yourself

The Personalized Path: Customized Approaches for Your Clients...and Yourself

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 In this episode, Lisa Schreiber and Ellie Robison explore how customizing your approach can lead to stronger client relationships. They discuss how women approach finances differently, how to assess the financial dynamics within couples, and how hosting women-only events can help increase client engagement. Plus, hear how to balance a demanding career with personal passions and self-care. Whether you're refining your practice or redefining your work-life balance, this episode offers practical guidance for growth, both professionally and personally.

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