48 min

womentalkingfinance.com.au Goals Based Advice Podcast

    • Management

When your clients strive to reach their goals, there are generally three pieces to the puzzle;
The head, the heart, and the hands;
The numbers, the motivations, and the actions;
As the adviser plays the part of the planner, the coach and the implementer.

When your clients strive to reach their goals, there are generally three pieces to the puzzle;
The head, the heart, and the hands;
The numbers, the motivations, and the actions;
As the adviser plays the part of the planner, the coach and the implementer.

48 min