2min 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

Financial Advisors - When Do We Open Up That Backstory?

There's always a more complicated story than the one that's being told. A lot of times we don't need to tell the whole backstory to get the message across and the details done but when people are stuck there is an important backstory that is likely stopping them from moving forward. When do we just say oh okay yeah there's more back story let's find a mental health professional because mental health professionals that's what that's our bread and butter.

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