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When Your Clients Are Working Against YouWhen Your Clients Are Working Against You
…turn the tables and help them out.
June 12, 2019
1 Min Read
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Sponsored by Cetera
Cetera Financial Group
Good decision-making is in many ways, a discipline—one with which everyone can use a bit of guidance every now and again. Financial decision-making is no exception.
There are six pitfalls that can thwart your clients from making rational decisions when it comes to their money.
With this guide, you’ll get:
a better understanding of six common fallacies and their emotional undertone
what these missteps cost your clients
actionable steps to help educate your client
Get the guide to help your clients through tricky times. Complete the form to download your copy now.