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5min chapter
What Every Financial Planner should know about Goals
Psychology of Financial Planning Podcast
The Importance of Queuing Clients and Giving Prompts
This chapter emphasizes the crucial role of financial advisors in listening to clients' goals and aspirations, as they may not have anyone else to talk to about them. It also suggests using specific prompts to help clients explore their retirement plans and envision their desired future.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode