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How To Give Better Financial Advice That (Actually) Sticks

FYI: For an advice-giver, the “ideal” client is one who presents a clear fact pattern to analyze, for which there is a single straightforward recommendation to implement, that the client immediately takes up and follows through on. In the real world, most clients are more complex, and entail a long series of recommendations to implement over time… which means, at best, even the most diligent clients won’t necessarily follow through on everything right away. And for many, over time, it can become even harder to finish all the implementation steps, as other demands and distractions of life sap the client’s focus and motivation.
Regards,
Ted
https://www.kitces.com/blog/advice-that-sticks-review-moira-somers-non-adherence-research/
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