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really enjoying these classes! Love the story about Frank's Dad!
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Good job. Important information. I appreciated the descriptions and distinctions between terms that are frequently used and often misunderstood by clients and advisors.
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Really enjoying this series, it is a reminder of how much a financial planner I am, thought think of myself as a coach. With Franks scenarios I always fall for the Planner Talk vs that of a counselor. Need to really go back & listen to these again & again to better as a coach / counselor & not cause my clients to put up a road block.
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