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Ep 29. The Art of Letting Go: Expert Advice for Handling Clients That You Have Outgrown – Jennifer Gray [Advisor Therapist & Coach]
Smarter Planner Podcast · Financial Planning Association NCA & Belle Osvath
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Show Notes
In this episode host Belle Osvath, CFP® speaks with Jennifer Gray a mental health therapist and business coach that specializes in helping financial advisors navigate growth and evolve along with their practice.
Links:
- Website: https://www.jennifergraycounseling.com/
- Linked In: https://www.linkedin.com/in/jennifergraylpc/
- Script: https://www.jennifergraycounseling.com/blog/outgrowing-clients-get-the-free-script-template
FPA NCA News & Events: fpanca.org
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The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.