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You're a Financial Planner, Now What?
Financial Planning Association
288 episodes
9 months ago
Exploring the world of Financial Planning. Accelerating your career.
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Careers
Business,
Investing
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All content for You're a Financial Planner, Now What? is the property of Financial Planning Association and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Exploring the world of Financial Planning. Accelerating your career.
Show more...
Careers
Business,
Investing
https://is1-ssl.mzstatic.com/image/thumb/Podcasts115/v4/92/25/3f/92253fd1-cd37-71a6-4fd6-8158a408f8bd/mza_5979773655206619572.jpeg/600x600bb.jpg
5 Tools to Break Down Behavioral Blocks
You're a Financial Planner, Now What?
3 years ago
5 Tools to Break Down Behavioral Blocks
Maggie KIokkenga, CPA, CFP®, is the founder, financial coach, and planner at Make a Money Mindshift, LLC. She sat down with Hannah Moore, CFP®, to talk about the differences between advising and coaching, helping clients clarify and shift bad habits, and the impact of behavior on our clients’ success.
You're a Financial Planner, Now What?
Exploring the world of Financial Planning. Accelerating your career.