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CFP-PSY: The Planner's Edge: Mastering Client Communication and Counseling
Welcome to VoraPrep Audio. Imagine you're in a meeting with a new client. You feel prepared. Your technical knowledge is locked in. You're ready to impress them with your analysis. The client, let’s call him David, mentions in passing that he just got a "small inheritance." It’s easy to just nod, ma…
The skinny
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