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5 Tools to Break Down Behavioral Blocks
You're a Financial Planner, Now What?
English - November 30, 2021 10:00 - 37.9 MB - ★★★★★ - 64 ratingsCareers Business Investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Flexing Your CFP®: Roles in Fintech and RIA Development
Next Episode: Serving Younger Clientele with Project-Based Planning
Maggie KIokkenga, CPA, CFP®, is the founder, financial coach, and planner at Make a Money Mindshift, LLC. She sat down with Hannah Moore, CFP®, to talk about the differences between advising and coaching, helping clients clarify and shift bad habits, and the impact of behavior on our clients’ success.