Miserable is not enough.

Episode 1: GPS


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Before even beginning to talk about goals or where a person is currently with their finances, it's important to let your client know what they can expect of you.  The GPS analogy does a brilliant job of informing your client that you will not judge, you will not tell them what to do with their money but you will help them find a pathway and "reroute".

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Miserable is not enough.By Hanna