CFP-PSY: Mastering Client Psychology: Active Listening and Uncovering Money Scripts
From Cybersecurity, ISACA & Audit Exam Audio Prep (CISSP, CISA, CIA, CRISC, CISM, Security+) — VoraPrep · 10:10
Show by VoraPrep
Hey, welcome to VoraPrep Audio. I want you to think about a situation that happens all the time. A financial planner sits down with a new client. The client says, "I want to be aggressive. I want to retire a millionaire." So the planner does exactly what he's supposed to do. He builds a great, high-…
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