Financial Advisor Success cover image

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

Financial Advisor Success

00:00

Introduction

Michael Kitzers: Ed Combs is the founder of Healthy Love and Money, a financial therapy practice in Charlotte, North Carolina. Ed uses couples therapy techniques to help his clients dig deeper into the issues in their lives that may be preventing them from implementing their financial planning recommendations. You can also find a link to our survey and the resources featured in this episode at Kitzers.com slash FAS for financial advisor success.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app