Monday Nov 04, 2024
Know Your Client with Jai Baker
We focused on knowing your clients and customer beyond just numbers and superficial information, how to identify and understand patterns in our lives, why everything is interrelated and how to benefit from that understanding, and how to make better financial decisions, with Tim “Jai” Baker, Advisor, and author.
Listen to hear a difference-making tip on why a team is essential to get the results you’re looking for!
You can learn more about Jai at LuminousWealth.com, and LinkedIn.
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The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.