You're A Financial Planner; Now What?
5 Tools to Break Down Behavioral Blocks
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:00:00
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Sinopsis
Maggie KIokkenga, CPA, CFP®, is the founder, financial coach, and planner at Make a Money Mindshift, LLC. She sat down with Hannah Moore, CFP®, to talk about the differences between advising and coaching, helping clients clarify and shift bad habits, and the impact of behavior on our clients’ success.
