The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

276: Mastering Goals: Secrets to Helping Clients Set & Stick to Better Goals with Daniel Crosby

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Building Rapport for Financial Success

This chapter emphasizes the crucial role of emotional connection and trust in the advisor-client relationship for promoting lasting behavior change in financial decision-making. It also explores the importance of self-awareness and structured financial guidelines over willpower in guiding clients toward better financial decisions.

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