2min chapter

Financial Advisor Success cover image

Ep 296: Unblocking Clients Who Keep Not Implementing By Exploring Their Financial Psychology with Ed Coambs

Financial Advisor Success

CHAPTER

401k

Michael: "I didn't have a history of talking about mental health with with clients so yeah that groundwork wasn't done in the past but I'm here now Michael can we try something can we just do a very short little role play sure" He says he's been trying to get paperwork racked up for his 401k rolled over at work and things are 'really hectic' at work right now. The counselor asks if you've had any trouble following through on your plans or goals, what has made it difficult? We'll be back later this week  to talk more about our latest episode of iReport.

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