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CFP-PSY: Navigating Client Choices: A Framework for Financial Decision-Making
Marcus: Welcome to VoraPrep Audio's Office Hours. I’m Marcus. Ava: And I’m Ava. Today we’re talking about client psychology. Specifically, why a perfectly good plan can be derailed by a simple gut feeling. Marcus: It's a critical topic for the exam, and for practice. We've all seen clients panic. Yo…
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