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Interviews with Top Advisors for Top Advisors!
Top Advisor Podcast™
Ep. #96 – The Financial Mindset Fix: Mental Fitness for Advisors and Clients with Joyce Marter
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Do your clients’ money mindsets ever drive you crazy?
Do you wish you could get them to just “think right” about their money?
What if you knew that some of your clients’ financial challenges are rooted in their DNA? Is that possible? It’s called “epigenetics.” (BTW – This is true for you too!)
In this episode, Bill Cates, CSP, CPAE interviews Joyce Marter, LCPC, CSP, author of The Financial Mindset Fix, to discuss the deep emotional and psychological factors that influence your clients’ (and your) relationship with money.
3 key takeaways:
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Bill and Joyce Discuss:
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Connect with Joyce Marter, LCPC, CSP:
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