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

Financial Advisor Success

CHAPTER

Is There More to Money Than Just the Finances?

A lot of advisors try to start going further down this realm, right? It usually starts with a just, you know, there's more to money than just money. And then like, well, you see families really important and then we sort of reflect, well, your money isn't really aligned with your family because you're spending and all of our stuff. Then they start crying and they're like, whoa. Well, I wasn't ready for that. Like, okay. We I mean, I feel like that's the challenge for a lot of us on the, on the advisor end is that there's this phenomenon called "money quotient"

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