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    in MDRT EDGEJan 14, 2020

    Money motto: Engage clients through their emotional beliefs

    Explore how a client's money motto, a subconscious belief and feeling about money and wealth, is currently influencing their relationships, succession plan and transfer of wealth. Franco discusses the great white elephants — the unspoken feelings and unresolved emotions which families tend to avoid discussing — of ownership, power and money.
    Financial planning
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