
Ep #46: Helping Clients Make Good Decisions with Dr. Daniel Crosby
Behind The Advisor · Behind The Advisor
May 4, 201648m 28s
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Show Notes
On this episode, we're diving into behavioral finance and how you can start helping clients make good decisions. Daniel's message is incredibly powerful and he explains how you can better help clients understand the financial effects their choices have on their lives.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/46