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#33 – Financial Planning: Why You Need Life Coaching Skills to Succeed

You will be a success when you know how to offer custom advice and can get to the core of what someone needs.

In this episode, Tatiana Coulter and Clayton Daniel are back discussing how important and rewarding it is to be able to find the right solution for the right client and how financial planning is not a one size fits all approach. In fact you need to really understand your clients so you know what solutions to offer them. This is why there are many parallels made to this industry being a bit like life coaching. The more people skills you have the better!

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