Watch on YoutubeTimestamps:11:50 – Financial advisors are not meant to be heroes.16:00 – Marketing tips for advisors to cast a wider net.17:09 – The EVOK method for uncovering what really matters.20:40 – Tissues & chocolate: creating a safe space for clients.27:50 – Three powerful questions to unlock the truth.

– Financial advisors are not meant to be heroes.16:00 – Marketing tips for advisors to cast a wider net.17:09 – The EVOK method for uncovering what really matters.20:40 – Tissues & chocolate: creating a safe space for clients.27:50 – Three powerful questions to unlock the truth.

Marci Bair & Victor Orozco – Serving the LGBTQ community and beyond

Get inspired to do the best work of your life with real, unvarnished stories by and for independent financial advisors. Only on The Human Advisor, hosted by Altruist.