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Latest / Money Made Human Podcast

27. The Stages of Learning

There’s a learning model that psychologists use called “The 4 Stages of Competency” which, put simply identifies the psychological state involved in progressing from incompetence to competence in a particular skill.

I find these types of models fascinating - and if you do, too - Google has a ton of information that you can look up to learn more. Now, as financial coaches, understanding this model will help you set reasonable expectations with your clients as they change their financial behavior and learn new (and better!) financial strategies.

Setting your clients up for success includes…

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