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The danger of making financial projections for the future is that clients then tend to live for the future, which creates anxiety and doubt. On this Elementality, Reese and Carl look at why too much emphasis on forecasting can fail to create the desired result—and how Elements calms client worries by getting them more focused on what they can control today.
By Jordan Haines, CFP®4.8
3535 ratings
The danger of making financial projections for the future is that clients then tend to live for the future, which creates anxiety and doubt. On this Elementality, Reese and Carl look at why too much emphasis on forecasting can fail to create the desired result—and how Elements calms client worries by getting them more focused on what they can control today.