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Why Delivering Financial Certainty Is Never Enough
Money is the source of anxiety and angst for the great majority of Americans. So how can you provide guidance that helps clients improve their relationship with money, which is vital to finding financial peace?
On this episode of Elementality, Reese and Carl reveal why, from the start, you need to alleviate client emotional worries about money.
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By Jordan Haines, CFP®
4.8
3434 ratings
Money is the source of anxiety and angst for the great majority of Americans. So how can you provide guidance that helps clients improve their relationship with money, which is vital to finding financial peace?
On this episode of Elementality, Reese and Carl reveal why, from the start, you need to alleviate client emotional worries about money.
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