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16. How to Incorporate a Financial Behavior Officer Into Your Firm with Jake Northrup
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In this episode of Planning & Beyond, host Ashley Quamme sits down with Jake Northrup, owner of Experience Your Wealth, to explore how incorporating behavioral expertise into financial planning firms can transform client relationships and enhance practice management. As both the host and the financial behavior specialist for Jake's firm, Ashley and Jake provide a unique, inside look at this innovative approach to modern financial planning.
Jake and Ashley examine how this integration has transformed client meetings, enhanced team dynamics, and created…
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