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276: Mastering Goals: Secrets to Helping Clients Set & Stick to Better Goals with Daniel Crosby
Understanding human behavior is key to financial success, both for advisors and their clients. In this episode, Daniel Crosby, a psychologist turned behavioral finance expert, dives deep into why traditional goal-setting often falls short and how to create meaningful, lasting change. If you’ve ever wondered why clients set arbitrary financial goals—or why sticking to your own habits is so hard—this conversation is for you!
What you’ll learn in this episode:
Why most financial goals are based on social influence, not personal values
How to help clients set goals that actually resonate with…
The skinny
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