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What Many Advisors Overlook in Boosting Clients' Financial Security
By
Ben Hampton
Expert Opinion March 04, 2024 at 03:59 PM
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What You Need To Know
- The psychology of money is becoming core to the financial planning profession.
- Helping your clients develop greater psychological resiliency around money now could help reduce financial vulnerability in the future.
- A good starting point: Ask your clients probing questions or use the Klontz Money Script Inventory tool.
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