The Art of Estate Planning Podcast
#18 The Impact of Money Blocks on Estate Planning Clients
13 Jan 2025
In this episode, Carrie interviews financial adviser, Aime Sandri, about the impact of money blocks on the estate planning process. Aime shares some powerful insights about the importance of factoring in the broader elements at play when it comes to client behaviour around estate planning - from client delays through to understanding that we can’t assume every client is motivated by rationale decision making! You can watch the video version of this conversation here: https://youtu.be/wEuw2mGFLS0?si=Om3UttXFqSIKpWNW
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