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Helping clients fall in love with their finances

Advisors can utilizing positive emotions, such as love, care, joy and gratitude, to guide clients toward more fulfilling financial decisions.

Teresa baileyHeartmath instituteDevelopment at waddell associatesSenior wealth strategistMath instituteMany years until

Teresa Bailey

Teresa Bailey is a Senior Wealth Strategist and Director of Development at Waddell & Associates.

Teresa baileyDevelopment at waddell associatesSenior wealth strategist

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