November 2, 2023 • 00:39:00

99: Understanding How Your Client’s Past And Future Impacts Financial Decisions Today

Your client isn’t just the person sitting in front of you today. It’s who they’ll become 30 years from now. And, it’s who they were 30 years ago. They might be making a decision in the present. But, their decisions in the present are shaped by the experiences of their past and influenced by their …