8 Habits Successful clients share (and 4 Habits that don't make the difference)

Send us Fan Mail In this episode of The Dollars and Sense Podcast, Tim and Brodie explore a question that sits at the heart of financial planning: What do financially successful people actually have in common? After years of meeting with clients year after year, certain patterns begin to emerge. Some clients describe themselves as financially secure, comfortable, and at peace with their finances, while others are still working towards that feeling. So what separates the two? We discuss the 8 ...