• What Every Financial Planner should know about Goals

  • 2023/01/27
  • 再生時間： 23 分
  • ポッドキャスト

What Every Financial Planner should know about Goals

無料で聴く

ポッドキャストの詳細を見る

  • サマリー

  • Dr. Charles and Dr. Brad begin the show by talking about motivation and how it impacts client behavior. They then outline 4 things every planner should know about both setting goals as well as ways of helping clients stay focused on their goals (and the client-planner relationship). As usual, they sprinkle-in some bad jokes throughout the episode. 
    続きを読む 一部表示
activate_samplebutton_t1

あらすじ・解説

Dr. Charles and Dr. Brad begin the show by talking about motivation and how it impacts client behavior. They then outline 4 things every planner should know about both setting goals as well as ways of helping clients stay focused on their goals (and the client-planner relationship). As usual, they sprinkle-in some bad jokes throughout the episode. 
続きを読む 一部表示

What Every Financial Planner should know about Goalsに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。