Riley Saunders: The Psychology of Financial Planning | Next Gen
Update: 2025-08-14
Description
“You need to understand your own thoughts, feelings, and emotions around money and why and how you got there before you can even begin providing an experience or a journey with your client,” says the Cassaday & Co. financial advisor.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Comments
In Channel