Encouraging clients to invest in their dreams
Sometimes, rather than stopping clients from overspending, we need to convince them that they can afford something they want.
We often have to stop clients from overspending. Sometimes, though, they mistakenly think they can’t afford something that they desperately want. Encouraging clients to invest in their dreams is satisfying but can be stressful for the adviser, too.
Eric came to me at 62 and asked with
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