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Show Notes
Every single advisor and planner recognizes the importance of the human side when working with people and their money.
And every single advisor and planner wants practical, tangible ways to embed it in their practice.
After exploring the human side of money with 50 of the brightest minds on behavior, psychology, communication, and money, I wanted to help make it as practical as possible. Consider this the training that every advisor needs but never received in any training, designation, or certification.
Here are the top 10 insights and ideas from those 50 conversations that you can apply tomorrow.
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