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In what may be a first, an RIA brings on a psychologist as a financial planner

The move is designed to break through the paralyzing ambivalence that keeps clients from believing in their goals enough to plan

Author Kelly O'Mara April 16, 2012 at 4:21 AM
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Brad Klontz sold his truck and invested the proceeds in bad stocks. Now he counsels people with similar dysfunction.

George Kinder

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Loren Kayfetz

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Brad Klontz



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