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What Every Financial Planner should know about Goals
Jan 27 2023
Length: 23 mins
Podcast

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What Every Financial Planner should know about Goals

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Summary
Dr. Charles and Dr. Brad begin the show by talking about motivation and how it impacts client behavior. They then outline 4 things every planner should know about both setting goals as well as ways of helping clients stay focused on their goals (and the client-planner relationship). As usual, they sprinkle-in some bad jokes throughout the episode.

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