Where are your clients on their financial planning journey?

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Presented by

Sarah Newcomb

About this talk

Most people will go through many stages in their financial lives. From chaos and survival all the way through legacy, our financial lives change as a result of external events and internal habits. In this talk, you will learn how using the Financial Life Modes model can make you a better coach and planner by helping you home in on the skills and tasks most relevant to clients for their current mode of financial behavior.

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