Zebra Smash - Real Financial Planners | Real Conversations

We've covered "soft skills" in a number of episodes, but our guest Jim Whiddon has spent the last few years really digging in on the topic.  He even wrote a book on the subject.  That book is The Old School Advantage. Listen in as we cover topics like how a junior advisor can gain the trust of a 70 year old client.  We also work on Roger's deficient conversation skills. Jim's website, where you can order the book, is at http://theoldschooladvantage.com/