Financial Advisor Success cover image

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

Financial Advisor Success

00:00

You Know I'm So Sorry I Keep Screwing This Up

Michael: I've been meaning to fix this for a long time but it's just been so busy. It sounds like there's some deeper emotional meaning for you about having worked at the this last company and not ending on good terms. Would you be interested or have you ever talked to a counselor in the past no I haven't but yeah I guess that's kind of true for meYeah, as a planner my job is to be here and help you with your financial life and to make transitions.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app