Podcast: Three Ways to Help Your Clients Integrate Happiness into Financial Planning

July 9, 2018

Podcast

Your clients’ financial plans are more than just the numbers. Quantifying your clients’ “happiness” through the process of designing a financial plan with their life goals in mind helps them integrate joy and fun into their day-to-day and long-term vision. Learn some tips and strategies to integrate happiness into your clients’ financial plans.

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