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

The Best Thing to Do With Clients Is Staying in on the Moment

I usually take a second try like maybe I didn't serve this up though like let's try this again yeah absolutely at some point there's like a second or a third time it's just clear this isn't sticking. Sometimes the best thing we can do in that moment with clients is just to stay in on the moment, he says.

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