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Financial therapy ‘money scripts’ can help you beat the robots

Investment News

Get clients talking about youthful pitfalls they secretly keep replaying. Then show clients how to stop.

Why would someone pay a financial adviser to manage their assets when an automated system can do it for less money?

To accomplish this, many advisers are beginning to explore the discipline of financial therapy, a relatively new practice combining technical and financial competence with behavioral

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Financial therapy ‘money scripts’ can help you beat the robots

Get clients talking about youthful pitfalls they secretly keep replaying. Then show clients how to stop.

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