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33. Serving Those Who Served: The Psychology of Financial Planning for Military Clients with Daniel Kopp, CFP®
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Military families represent one of the most unique and underserved populations in financial planning, bringing layers of psychological complexity that most advisors have never encountered. In this episode, Daniel Kopp, CFP® and military veteran, reveals why serving those who served requires a completely different approach to client relationships and financial planning conversations.
Daniel shares the hidden psychological dynamics that shape how service members and veterans approach money, from the rugged self-reliance that can make them resistant to…
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