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The Matriarchy Would Never Treat You Like a Transaction with Cris Caruso

There’s a continuing education course in financial services where advisors get reminded to talk to both people sitting across the table from them. As in, actually have a conversation with the wife. That one reminder tells you a lot about the client experience women have been hand ...  Show more

The Matriarchy Would Never Say One Thing and Do Another

A CPA once looked at how I run my business and said, “You spend way more per client than most other people running these types of businesses.” And I said, “Yep, I’m fine with that.” That one exchange is what a values-driven business looks like on a spreadsheet.After four episodes ...  Show more

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