• What Every Financial Planner should know about Goals

  • Jan 27 2023
  • Duración: 23 m
  • Podcast

What Every Financial Planner should know about Goals

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  • Resumen

  • Dr. Charles and Dr. Brad begin the show by talking about motivation and how it impacts client behavior. They then outline 4 things every planner should know about both setting goals as well as ways of helping clients stay focused on their goals (and the client-planner relationship). As usual, they sprinkle-in some bad jokes throughout the episode. 
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