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Why Is Finding a Client’s Financial Purpose So Crucial?

Understanding what truly matters to a client when it comes to their money leads to finding goals—and when you agree on goals, you know what tactical work needs to be done.

On this episode of Elementality, Reese Harper and Carl Richards discuss why it’s vital you uncover the core purpose people attach to their wealth. A client’s statement of financial purpose can be linked to their goals. And when you are able to agree on goals, it is then that you know what tactical work needs to be done.


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