85: How (And Why) To Turn Clients’ Vague Goals Into Vivid Visions

The Human Side of Money - A podcast by Brendan Frazier - Wednesdays

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Morningstar research reveals a direct link between savings behavior and mental time horizon. In fact, the research says mental time horizon is more influential than their age, income, and education. Thus, the more vivid and clear your future, the more likely you are to change your behavior. So, when you’re working with clients and planning … Read More Read More