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Your Most Important Decisions Aren't as Rational as You Think: with Julina Ogilvie
What if the key to financial success isn't picking the right stocks — it's understanding how your clients think? Julina Ogilvie joins Jeremy Doran to share her journey from finance to wealth management and why communication, personality, and emotional intelligence matter more than most advisors realize.
In this episode:
Why fear and greed drive every market decision — and how to work with that, not against it
How to tailor your communication style to different client personalities
The role of neurodiversity in financial planning and client relationships
What behavioral finance reveals about…
The skinny
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