Behind The Advisor
Behind The Advisor
XYPN
Ep #46: Helping Clients Make Good Decisions with Dr. Daniel Crosby
48 minutes Posted May 4, 2016 at 12:00 pm.
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Show notes

On this episode, we're diving into behavioral finance and how you can start helping clients make good decisions. Daniel’s message is incredibly powerful and he explains how you can better help clients understand the financial effects their choices have on their lives.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/46