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Help keep clients focused on the future
One of the obstacles many financial professionals face is helping move clients toward long-term choices — especially if short-term, immediate gratification is at hand.
Subconscious behavioral biases play a big part in our most important decisions. But there are ways to help clients overcome their tendencies and move toward better decisions.
Help clients picture the future now for a better retirement later
This article provides a simple tactic you can use to help clients picture the future for a better retirement.
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