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Ep 83: Getting to Yes! Why You Need to Acknowledge Behavioral Finance — With Michael Pompian
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Most advisors recognize that, when it comes to making investment decisions, a client’s emotions can derail a plan. Equipping yourself with knowledge on behavioral finance and financial personas could be the key to a more successful approach to ensuring your clients stick to their plan. In this episode, Laura Gregg and David Partain talk with …
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