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Technical Series – Financial Psychology

This episode of the Rise of the Paraplanner is an off-the-cuff conversation with Joe Stephan, co-founder of Stephan Independent Advisory and host of the It’s Never About Money podcast. This episode is part of our Technical series and is all about financial psychology. Now that sounds like quite a broad term, but basically, Joe takes us through his process of working with his clients to get a very deep understanding about what is important to the client. This episode is a must-listen for those who want to make a deeper connection with their clients to produce a stronger end result!

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