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Financial Planning Counseling Skills

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Financial Planning Counseling Skills describes how a financial planner can blend counseling, psychological, and behavioral finance theories, models, and approaches into their practice with clients.

ISBN 9781954096974
EISBN 9781954096981
Author Jamie Lynn Byram, Ph.D., CFP®, AFC®, Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™, Michelle Kruger, Ph.D.
Publisher The National Underwriter Company

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