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Expanding Your Practice By ‘Shrinking’ Your Clients

New research finds that 90% of clients make financial decisions emotionally. That isn’t good news for most financial professionals who are highly trained on the technical aspects of their profession but are woefully under educated on the communication skills necessary to facilitate behavioral change. As a result, financial professionals are beginning to bring psychologists into their tool kit.

Rick will give you new insight and practical information on how involving a psychologist in your planning process can add value to your clients. He will explore how to decide when to bring in a therapist or coach and how to select and integrate them into your practice.