February 22, 2023 • 00:43:02

74: Positioning Behavioral Coaching, Top 3 BeFi Ideas, and Introducing Values to Long-Time Clients

This is the inaugural “Ask Me Anything” (AMA) episode. Whether it’s been emails, Twitter DM’s, LinkedIn messages, one-off virtual meetings, coaching sessions, or at a conference, one thing has become clear about financial advisors and the human side of advice. You guys have questions. A lot of really good questions and I want to help …