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Jordan Haines's avatar

Well said! Functional and emotional jobs are like the different parts of the financial planning "assembly line." I always imagined that at the end of the day the value (the finished product at the end of the "assembly line") was a feeling - a sense of accomplishment, control, peace of mind...

Love how you help look through the functional into clear emotional jobs.

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Abby Morton's avatar

Thanks for this reminder Reese! I often get caught up myself as an advisor - wanting to always check off the "To-Do" list for the client. But I'm sure the most important "To-Do" is helping the client to be heard.

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