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Episode details

0:00 – Intro
5:55 – An introduction to MoneyMind Profile.
8:16 – Risk profiling and financial planning questionnaire.
13:04 – Financial literacy, impulse control, and investment strategies for high and low optimism clients.
18:07 – Financial planning, risk profiling, and managing clients with different money mindsets.
24:39 – Using personality assessments to improve planning.
30:04 – Risk profiling and onboarding tools.

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