Dr. Charles Jafen discusses the importance of identifying client learning styles and how it impacts financial planning. He highlights the various ways clients prefer to receive information and emphasizes the need to tailor communication and teaching methods accordingly.
Dr. Charles talks about the importance of understanding and responding to clients' various learning styles. He then walks through each of them and perhaps most importantly, what a planner can do to accommodate the learning style of each client whether in-person or video chat.
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