Financial Education Video Library for Physicians and Dentists | SDT

Advisor Story: Bryce Miller, CFP®

Written by Bryce Miller, CFP® | May 1, 2023

 

 

Transcript:

BRYCE MILLER (00:03): Starting a relationship off with new clients is really important to build it on trust and authenticity. Obviously talking about money is, uh, very personal and sometimes can be emotional early on. I like to get clients to smile and joke because you can just see the walls come down and people be more authentic in conversations and feel more comfortable about talking about money.