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9min chapter
Client Relationships And Connections With Guest David Gow [Episode 249]
The Perfect RIA
Evolution of Client Priorities in Financial Planning
The chapter explores how client priorities have shifted in financial planning relationships over time, emphasizing a move towards providing a sense of security and understanding client situations. It discusses the importance of asking powerful questions and challenging clients to break financial habits for a fulfilling financial future.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode