September 26, 2017
Ep 039: Using Behavioral Assessment Tools To Really Understand A Client's Wealth Building Potential with Sarah Fallaw
Financial Advisor SuccessAbout this episode
Learn how behavioral assessment tools could eventually become a way that we show our value as financial advisors where we provide the assessment and show them how we're helping them change their financial attitudes and behaviors for the better. Access full episode show notes at kitces.com/39 .