Sunday AM 90 min Workshop #39 My Client Wants WHAT?: Navigating Financial Decision-Making with Our Clients

Think your client is going to make a bad financial decision? What can/should you do about it, if anything? How can the team help? In this interactive workshop, you will gain a deeper understanding of your biases and learn strategies for working with clients and the other professionals.

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Sunday, October 27, 2019 - 09:00 to 10:30
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