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CFP-PSY: Navigating Client Crises: The Planner as a Stabilizing Force
Marcus: Ava, let's talk about the calls we all dread but have to be ready for. A client calls you, and you can hear the panic in their voice. A spouse has passed away, they've lost their job… their world has just been turned upside down. Ava: And in that moment, our job changes completely. We're no…
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