4min chapter

Financial Advisor Success cover image

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

Financial Advisor Success

CHAPTER

How Do I Navigate This Conversation in New Clients?

The culture is shifting pretty quickly now I realize that there's still many people are uncomfortable with with mental health but it's from caring and compassion no judgment. The first time you broach this conversation is not in the moment when you think they need it so that's the big key. Even if you have existing clients it might even be in your annual review  just start folding in some language that says you know hey as a firm is growing we're understanding our clients needs better.

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