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CFP-PSY: Mastering Client Psychology: Active Listening and Uncovering Money Scripts
Hey, welcome to VoraPrep Audio. I want you to think about a situation that happens all the time. A financial planner sits down with a new client. The client says, "I want to be aggressive. I want to retire a millionaire." So the planner does exactly what he's supposed to do. He builds a great, high-…
The skinny
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