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A lot of people, especially women, feel anxious about their financial situation. It’s difficult to confront what’s really going on. It’s easy to feel paralyzed by shame.
In this episode, Matt Halloran talks to Sarah Carlson, founder and private wealth manager at Fulcrum Financial Group, LLC. Drawing from her new book, “Facing Financial Fears,” she shares eight powerful ways to help women learn, grow, and live their best lives.
Sarah discusses:
- How to handle uncomfortable conversations that will help your clients break free from fear
- The impact your content can have on prospects — without you realizing it!
- Every reason to tie your clients’ goals to emotions (and how)
- Lessons she learned from a life-threatening experience early in her career
Related: Powerful Relationship-Building Tactics From Our Client Success Manager Alison Friedel