
Elementality for Financial Advisors | Elements Financial Vitals System™
Talking With Your Clients: Spending (Br)
Feb 22, 2022
28:08
How do you engage your clients in a conversation about their spending habits and the effect it has on other parts of their life?
On this episode of the Elementality podcast, hear Reese talk to the clients of his RIA about the things they should guard against as they develop spending habits that will affect their finances over a lifetime.
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