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How to Use the Transtheoretical Model of Change to Motivate Clients

By Taylor Liao, CFP

Have you ever experienced clients who appear happy to see you, listen carefully to your suggestions, and then don’t make any of your suggested changes? Why does this happen? You did everything right: you studied the clients’ financial situations, analyzed their data, and provided a comprehensive suggestion.

Continue reading How to Use the Transtheoretical Model of Change to Motivate Clients