In an era marked by post-pandemic life transitions, financial professionals are tasked with guiding clients through significant change. The financial transition model is a helpful framework, blending the technical and personal aspects of money, to help clients navigate these uncertain times. Shaped by insights from the Financial Transitionist Institute, this approach empowers advisers to offer comprehensive support, ensuring clients' financial and emotional well-being are addressed in tandem, as they adapt to the new normal.
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