
Ep 296: Unblocking Clients Who Keep Not Implementing By Exploring Their Financial Psychology with Ed Coambs
Financial Advisor Success
Financial Advisors - I Don't Like Working With Bad Clients
In the financial advisor realm we when we give advice to a client and they don't take it we tend to characterize them as a bad client. And medicine has a fundamentally different lens to this. It frankly tends to shift a lot of the burden say like you if you're a doctor and you gave the prescription to the patient and they didn't take the prescription like that's on you. I would just start with assumption that there probably are therapeutic needs there now let me back pedal that a little bit and just say not everybody is going to go to therapy. Not all clients have to be really bad or even severe to see a therapist. We wait way too long because we normalize stress in
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