You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


5 Tools to Break Down Behavioral Blocks

November 30, 2021

Maggie KIokkenga, CPA, CFP®, is the founder, financial coach, and planner at Make a Money Mindshift, LLC. She sat down with Hannah Moore, CFP®, to talk about the differences between advising and coaching, helping clients clarify and shift bad habits, and the impact of behavior on our clients’ success.