Getting at the Emotion Behind the Money
Julie Murphy Casserly, CFP®, CLU®, ChFC®
Julie Murphy Casserly, CFP®, CLU®, ChFC®, is a 17-year veteran of the financial services industry and founder of JMC Wealth Management in Chicago. Check out her award-winning book, The Emotion Behind Money. Connect with her at Julie.casserly@wcinput.
Looking after your clients’ emotional well-being will better enable you to advise them on safeguarding their financial well-being. Read More >
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