Updated Monday, July 28, 2014 as of 12:18 AM ET
Practice - Practice Management
Financial Planners Need to Learn to Deal With Clients Who Can Be Rigid in Their Ways
Saturday, September 1, 2012
Print
Email
Reprints
Partner Insights

Wade Slome does his best to avoid know-it-alls. As founder and president of Sidoxia Capital Management in Newport Beach, Calif., Slome set up shop as a certified financial planner in 2007 and now manages $12 million in assets. His practice has performed better than might be expected, given that the 2008 stock market dive came so soon after his launch. He concedes, however, that in building his practice he has encountered many challenging moments including dealing with prospective clients (and even some existing ones) who seek his help but also come armed with all sorts of rigid ideas about how to manage their money.

Get access to this article and thousands more...

All Financial Planning articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

Lists
2014 Summer Reading List for Advisors

Current Issue

The July Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

August 10, 2014 |

September 9, 2014 |

September 17, 2014 |

September 20, 2014 |

September 28, 2014 |

Already a subscriber? Log in here