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Maggie KIokkenga, CPA, CFP®, is the founder, financial coach, and planner at Make a Money Mindshift, LLC. She sat down with Hannah Moore, CFP®, to talk about the differences between advising and coaching, helping clients clarify and shift bad habits, and the impact of behavior on our clients’ success.
Otros episodios de "You're a Financial Planner, Now What?"
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