Ep 381: Helping Clients Go Beyond The Plan To Actually Implement As A Fractional Financial Behavior Officer with Ashley Quamme
Financial Advisor Success
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Navigating Financial Dynamics and Emotional Challenges in Client Relationships
The chapter explores strategies to address financial dependence of adult children on parents and emotional resistances in financial planning. It delves into the concept of 'stop it therapy' to change financial behaviors and the role of a financial behavior officer in facilitating difficult conversations. The discussion also highlights the benefits of introducing professionals like Ashley to clients for a holistic approach to financial well-being.
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