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

Financial Advisor Success

CHAPTER

Is There Always a More Complicated Backstory Than What Meets the Eye?

There's always a more complicated story than the one being told and when people are stuck it's usually the backstory that's keeping them from moving forward. I was painfully insecure and uncertain about what I meant by financial therapy and the other side of it is the industry because I you know my brilliant business plan just didn't prove to be true in any stretch of the imagination. We earn the right to hear people's stories especially for clients that are more reserved and sharing their story but there's plenty of others that will be more guarded or graded and how much they share.

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