?? Step into the role of a financial guide who goes beyond numbers! ???? Discover how you can empower clients to navigate the emotional side of financial planning and make values-aligned decisions with insights from Ryan Goulart of think2perform: https://bit.ly/3AqNJjD #financialplanning
Read the article ???? https://emoneyadvisor.com/blog/uncovering-the-why-behind-your-clients-financial-behavior/?utm_campaign=FY24_Q4_CNT_0000_Uncovering-the-Why-Behind-Clients-Financial-Behavior_BLG_SMA&utm_medium=sma&utm_source=linkedin&utm_content=blog&utm_term=