85: How (And Why) To Turn Clients’ Vague Goals Into Vivid Visions

from The Human Side of Money · host Brendan Frazier

Morningstar research reveals a direct link between savings behavior and mental time horizon. In fact, the research says mental time horizons are more influential than their age, income, and education. Thus, the more vivid and clear your future, the more likely you are to change your behavior. So, when you’re working with clients and planning … Read More Read More

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This episode was published on June 8, 2023.

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