Behavior Gap Radio

Goals for Real Financial Advisors, Part 5


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In this final episode of the series on goals, it's time to be really honest about uncertainty. As helpful as we find Monte Carlo simulations, they doesn't remove all uncertainty. And our clients know it. So if you want to really help your clients reach their goals, you need to become committed to the process of planning and not some outdated map. To learn more about being a real financial advisor, sign up for my newsletter at behaviorgap.com.
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Behavior Gap RadioBy Carl Richards

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