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Ep 296: Unblocking Clients Who Keep Not Implementing By Exploring Their Financial Psychology with Ed Coambs

Financial Advisor Success

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Is It a Family Therapy?

"These are the kinds of family dramas that end out cropping up usually somewhere around the point where we're trying to talk about estate planning with the clients," she says. "I don't even talk about the conflict unless they absolutely feel like they need to because I want to know who are all the people in their life? What's the story of their life?" The spirit of therapy at least really starts to come through is we're just curious about the story, he adds.

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