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28. When Plans Fall Apart: Navigating Client Disappointment and Your Own Emotional Response with Yohance Harrison
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In this case consultation episode, Ashley teams up with fellow advisor and podcast host Yohance Harrison to tackle a challenge many financial advisors face: when carefully crafted plans fall apart due to circumstances beyond anyone's control. Yohance brings a real scenario involving clients whose homebuying dreams were derailed by skyrocketing interest rates and housing prices, creating emotional challenges for both advisor and clients.
This vulnerable conversation explores the often-overlooked emotional landscape advisors navigate when plans don't…
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