When meeting clients, establishing goals, and planning their future, you've been taught to "ask open-ended questions" and use sophisticated techniques, but there may be a simpler, more effective way to understand what's going on in your clients' lives and to see a bigger picture. Yohance Harrison BFA™, CRPC®, Behavioral Financial Advisor and Founder and CEO at Money Script Wealth Management, PLLC, uses master lists. As he says, "many of us are strangers to ourselves and simple lists can help us figure out what’s really going on." That’s because a simple list of life or financial goals has the power to open our eyes, helping us see the big picture and what we want from it. Harrison is a leading #Advisor that's been recognized in the 2023 Investopedia Top 100. You can check out his practice website here: https://lnkd.in/gRCJXgx5 #FinancialAdvisor #FinancialAdvising #CFP #WealthManagement #BehavioralFinance
