Behavior Gap Radio

Talking About Money, Part 4


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When we talk with clients about money, we need to find ways to remove ego from the discussion. One of my favorite tools is the Overnight Test. It gives people permission to back away from earlier investing decisions and make much-needed course corrections. It's also a great way for dealing the emotions we've invested in some of our financial decisions. To learn more about being a real financial advisor, visit behaviorgap.com.
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Behavior Gap RadioBy Carl Richards

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