• 18: Sarah Newcomb | Understanding a Client’s Money Mindset In Order to Maximize Their Well-Being

  • Mar 17 2021
  • Duración: Menos de 1 minuto
  • Podcast

18: Sarah Newcomb | Understanding a Client’s Money Mindset In Order to Maximize Their Well-Being  Por  arte de portada

18: Sarah Newcomb | Understanding a Client’s Money Mindset In Order to Maximize Their Well-Being

  • Resumen

  • The greatest barrier for every client isn’t lack of information. It’s their own mindset and behavior. Whether it’s someone who over-spends, someone who under-spends, someone who wants to sell out at the worst possible time, or even the person who never sends in the data you need, the key to changing their behavior starts with …

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