Your client isn’t just the person sitting in front of you today.

It’s who they’ll become 30 years from now. And, it’s who they were 30 years ago.

They might be making a decision in the present. But, their decisions in the present are shaped by the experiences of their past and influenced by their vision of the future.

When you work with human beings and money, it’s crucial that you fully understand the powerful forces that the past and future play on your client in the present.

We discuss:

How our past experiences with money carry forward into the present
The two ways in which our current self makes decisions to the detriment of our future self
Two client stories on the power of the past and the future
How to help clients understand their past to drive better outcomes
Two ways to improve the client’s connection to their future self

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Resources:

The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals

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99: Understanding How Your Client’s Past And Future Impacts Financial Decisions Today