Talking With Your Clients: A New Way to Look at Budgeting
Manage episode 407147885 series 3558245
If you never examine how your clients spend money, there’s really no need to make a financial plan. It can be a challenging conversation, but clients need to recognize the connection between spending, budgeting, and saving. On this Elementality, Reese explains to the clients of his RIA why spending and saving are the yin and yang of a good financial plan.
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