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

Financial Advisor Success

CHAPTER

What's Going on in Valle?

"I'm not their ongoing family counselor and I don't intend to be their marriage," she says. "So what's a topic that let's just make up a topic to make this even more tangible for folks? Why is Miss Smith Ryan, why is Mr. Smith getting angry?" If they talk about something else, then we go to something else, but if they, then we're back on the financial plan again,. All right. They are pissed. But here we are. And we've got their stuck point.

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