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3min chapter
What are your clients learning from you?
Psychology of Financial Planning Podcast
Understanding the Importance of Vigilance and Pacing with Clients
This chapter emphasizes the advisor's role in understanding and pacing content for clients, emphasizing the need for regular check-ins to ensure understanding. It also discusses accommodating different learning styles through visual aids and bullet points.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode