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

Financial Advisor Success

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Therapy

Most therapists work in a much less directive and structured path than financial planners, right? Like, we're going to deal with whatever is present today. Now please for the level of God, give me a script. Please tell me exactly what to say. So that's okay. We just let those be differences. But as we're thinking about working with this couple, I think the next thing that can be very validating is asking the Smiths, would you like to talk about what's coming up for you or would you want to move and talk about something else?"

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