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Ep 325: Building Success In The Financial Advice Business From A Financially Challenged Upbringing With Brenda Hiscock

Financial Advisor Success

CHAPTER

How to Open Up Conversations With Clients About Money

I talked to my clients all of my clients about emotions around money. I want to know how they feel about money is it a good thing or a bad thing and what experiences have they had. So then because if people spend irrationally and they keep doing it all the time then they probably need therapy before they can actually deal with the financial plan in some cases. That's some that's some weighty conversation to have with the client in what may be very early on in a planning relationship.

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