Ep 039: Using Behavioral Assessment Tools To Really Understand A Client's Wealth Building Potential with Sarah Fallaw
Financial Advisor Success · Michael Kitces
September 26, 20171h 31m
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Show Notes
Learn how behavioral assessment tools could eventually become a way that we show our value as financial advisors where we provide the assessment and show them how we're helping them change their financial attitudes and behaviors for the better.
Access full episode show notes at kitces.com/39.