In our March episode of Coffee Talks, Advocis welcomed Kelley Keehn, CEO & Co-Founder of the Money Wise Institute, Author of Save Yourself, Dr. David Lewis, MBA, PhD, CFA Consultant and Independent Director, Kelly Ho, CFP, CCS, Partner of DLD Financial Group Ltd., and Tina Tehranchian, C.M., MA, CFP®, CLU®, CHFC®, CIM®, MFA-P™, Senior Wealth Advisor, CI Assante Wealth Management Ltd., for a practical, story-driven conversation that explored a challenge every advisor knows well: clients often understand what they should be doing financially, yet still struggle to follow through.