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Practice Management
Consider clients’ money mindset so your advice sticks

RIAs bring a vast knowledge of investments and how to use them to help clients pursue their financial goals. But just as important to the effort is knowing how a client relates to money and understanding their history using it. After all, all the great advice in the world does nothing if it’s ignored. Read more to learn about why it’s important to uncover a client’s “money mindset.”

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