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Talking With Your Clients: Spending (Br)
How do you engage your clients in a conversation about their spending habits and the effect it has on other parts of their life?
On this episode of the Elementality podcast, hear Reese talk to the clients of his RIA about the things they should guard against as they develop spending habits that will affect their finances over a lifetime.
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By Jordan Haines, CFP®
4.8
3434 ratings
How do you engage your clients in a conversation about their spending habits and the effect it has on other parts of their life?
On this episode of the Elementality podcast, hear Reese talk to the clients of his RIA about the things they should guard against as they develop spending habits that will affect their finances over a lifetime.
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