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You’ll hear from:
Travis D. Manning, CLU, CFP
Angelia Z. Shay, ChFC, CLU
Episode breakdown:
0:29 – When a family member with limited information considers themselves an expert
2:51 – Differentiating academic knowledge from practical knowledge
4:08 – Helping the client understand and own their decisions, not just let you decide for them
5:12 – Explaining coverage even when clients don’t want to know
6:48 – Being intuitive when you need to invite someone else into the discussion
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