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Inheritance conversation — Sarah J.
How to open a loss aversion talk
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Money story: avoidant client type
EQ coaching for new hire prep
Adult children & estate framing
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Divorce transition conversation
Anchoring bias — client script
Present bias: spending patterns
Financial anxiety check-in prep
Roleplay: resistant guardian type
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Endowment effect — how to frame
Couple values misalignment case
Grief & money — widow client
Sudden wealth syndrome guide
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