IOO Podcast 007 - Tony Madsen on Communicating with Clarity
Автор: Impact Over Optics
Загружено: 2025-12-16
Просмотров: 6
In this episode of Impact Over Optics, host Dave Dieffenbach engages with Tony Madsen, a certified financial planner, to explore the critical role of communication in financial planning. They discuss the importance of clarity in communication, the fiduciary responsibility of financial planners, and the art of listening to clients. Tony shares insights from his experience and training, emphasizing the need for financial advisors to simplify complex topics and truly understand their clients' needs. The conversation also touches on managing client emotions during market fluctuations and the core values that drive Tony's practice at NewLeaf Financial Guidance.
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