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.,
Abnormal Returns
APRIL 3, 2023
Podcasts Christine Benz and Jeff Ptak talk hourly financial planning with Mark Berg who is the founder of and lead advisor at Timothy Financial Counsel. allaboutyourbenjamins.com) Brendan Frazier talks with Warren Berger about asking better (client) questions.
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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. When engaging in financial planning with your veteran and military clients, there are many unique obstacles and situations to consider.
Your Richest Life
AUGUST 4, 2023
When I started this business, I wanted to create financial planning services that were accessible and empowering. I hoped to help my clients reach their financial goals in a way that wasn’t stressful or intimidating, and to show them that their dreams were possible.
The Big Picture
JUNE 6, 2023
RITHOLTZ: What’s the pushback to that from clients? Jay Abraham taught me a lot about putting my customers and clients at the center of my world. What sort of advice would you give to a recent college grad who is interested in a career in either financial counseling or investing? SETHI: Yes. From people?
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