EPISODE · Oct 5, 2022 · 53 MIN
61: A Toolkit To Change Client Behavior And Improve Follow-Through of Advice
from The Human Side of Money · host Brendan Frazier
The job of a financial advisor and planner isn’t simply to dispense the advice, pat yourself on the back, and walk away as if your job is done. It’s to help the client follow through on your advice. Ensuring they implement and execute the items you’ve laid out that solve their problems and achieve their … Read More Read More
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61: A Toolkit To Change Client Behavior And Improve Follow-Through of Advice
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