eMoney Advisor

DECEMBER 5, 2022

By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan. Using communication skills derived from financial counseling , learn what would be a win for each of the partners. Sources: 1 Asebedo, Ph.D.,

Financial Planning 73

Financial Planning Planning Financial Planner Communication 73

Nationwide Financial

NOVEMBER 10, 2022

Key Takeaways: Veteran and military clients are in the unique position to receive various benefits from the U.S. Helping your clients navigate these opportunities can be challenging, but the VA. Helping your clients navigate these opportunities can be challenging, but the VA. Financial veteran benefits.

Financial Planning 52

Financial Planning Planning Education Clients 52

The Big Picture

JUNE 6, 2023

RITHOLTZ: What’s the pushback to that from clients? I remember where I was, they emailed me and it said, would you be interested in sitting down for a meeting and also should we communicate through you, or do you have representation? Jay Abraham taught me a lot about putting my customers and clients at the center of my world.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130