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Ep #401: Mindfulness, Freedom, and a Fiduciary Driven Civilization with George Kinder and Lora Woodward

Behind The Advisor

CHAPTER

Exploring the Seven Stages of Money Maturity for Financial Advisors

This chapter introduces the 'Seven Stages of Money Maturity' program in Minneapolis, focusing on the biases formed in childhood that affect our financial relationships. Participants will engage in storytelling and interactive exercises to enhance their understanding of personal and client financial narratives.

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