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