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How Pros Build Motivation Into an Effective Financial Plan (SB1659)

The Stacking Benjamins Show

CHAPTER

Motivation and Financial Planning: Bridging Personal Experience with Strategies

This chapter explores the crucial role of motivation in financial planning, emphasizing active management over mere investment focus. Personal anecdotes and discussions on client resistance enrich the conversation, highlighting the complexities of motivating clients in their financial journeys.

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