Dr. Moira Somers - How to Give Financial Advice That Sticks: Key Strategies for Long-Term Impact
Standard Deviations with Dr. Daniel Crosby
00:00
A New Client Comes to You During Times of Major Life Transition
The majority of financial advisers, new clients come to them during times of major life transition. So even some one who has what may normally be a fairly enduring trait, may find themselves in a state that contradicts that. "It's not a one and don't assessment of that client. It's a willingness to go back and back and back"
Transcript
Play full episode
