Abby Morton

In this insightful discussion, Abby Morton, who works alongside Jordan Haines to create financial coaching programs for employers, shares her expertise on client engagement. They tackle the crucial need for advisors to identify and articulate clients' financial pain points. By understanding these anxieties, advisors can build trust and inspire action. The conversation highlights strategies for sustaining interest in financial wellness initiatives and emphasizes the importance of effective communication in ensuring clients feel empowered and informed.