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As an advisor, you motivate clients to think about financial health and they count on you to occasionally remind them of its importance. On this episode of Elementality, Reese and Matt discuss financial salience and why the more often you take time to discuss even small financial issues with clients, the better they will become at managing their money.
4.8
3434 ratings
As an advisor, you motivate clients to think about financial health and they count on you to occasionally remind them of its importance. On this episode of Elementality, Reese and Matt discuss financial salience and why the more often you take time to discuss even small financial issues with clients, the better they will become at managing their money.
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