Resetting our Money Mindset with a Financial Therapist
The Investopedia Express with Caleb Silver
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The Importance of a Client Profile
The client profile gives a client the opportunity to. say, okay, these are some of the things that I'm thinking. Getting into the story of your client, understanding where they've come from, what they've been through that helps them establish that foundation and get to the goals. And I think you call it money mechanics. Yes. Right.
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