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Reducing Client Anxiety With Dan Rooker
While you may prefer to focus on numbers, how a client’s finances look on a spreadsheet and their story as it relates to money rarely line up.
On this Elementality, Carl and Dan Rooker, of Rook Financial, discuss why you need to first understand what causes a client anxiety about their money before offering them solutions that can help them move forward.
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By Jordan Haines, CFP®
4.8
3434 ratings
While you may prefer to focus on numbers, how a client’s finances look on a spreadsheet and their story as it relates to money rarely line up.
On this Elementality, Carl and Dan Rooker, of Rook Financial, discuss why you need to first understand what causes a client anxiety about their money before offering them solutions that can help them move forward.
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