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Revolutionize How Your Clients Think of Their Relationship With Money


As a financial advisor – how do you differentiate yourself? Realistically, pricing and services are pretty constant across the board now, so what’s left to make you stand out? The answer is your client relationships.

Joining Matt today is the incredible power couple Scott and Bethany Palmer of the Money Couple to discuss one of the biggest buzzwords in financial services, behavioral finance. In today’s episode, learn how you can use this tool to successfully differentiate yourself from your competition.

Related: Advisors: Are You Standing in the Way of Your Own Success?

Related: Using Persuasive Communication to Build the Business You Want

With Bethany and Scott’s game changing discovery of the Money Personalities Test, you can revolutionize how your clients think of their relationship with money. With a deeper understanding of your clients intricacies with money, you can develop more custom plans to suit their needs.

Prepare for 2019 to offer the best and most custom service yet!

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