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

Financial Planners and Financial Therapy - What Advice Would You Give to a Financial Planner?

I think from like there's always taking a transformational journey nobody else can do it for you but it certainly helps to have people around you. I've been very fortunate to work with planners within the therapy context both individually and in their intimate partnership. One of the most important things for planners to realize if they haven't looked realized it already is you cannot be your family's financial planner, he says.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner