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39. Case Consultation: How Financial Advisors Can Support Clients Through Unexpected Setbacks with Jim Grace
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What happens when a client couple who's made remarkable progress hits an unexpected setback? In this real-time case consultation, financial planner Jim Grace and I work through exactly this scenario - a couple who went from financial stress to thriving, only to face a sudden income loss that threatens to derail their momentum.
This isn't your typical podcast episode. You're getting a behind-the-scenes look at actual case consultation work between an advisor and financial behavior specialist. We explore what happens emotionally when clients regress to…
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