On this show, we talked about the emotions and motivations that drive financial behaviors, why and how putting a financial plan together can be cumbersome and practical steps for having difficult conversations with Sean Gerlin CFP, ChFC, CLU and Founder of Envision Wealth Planners. Listen to learn how to complete the implementation of your financial plan!
For the Difference Making Tip, scan ahead to 19:33!
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George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2019!