LAS VEGAS -- Tax strategy and investment management are important, but communicating with clients is one of the most critical aspects of any financial planner's practice, argued pioneering planner Harold Evensky.
"It's really about presenting to our [prospective clients] what we believe in," the president of Evensky & Katz/Foldes Financial told attendees at the 2015 AICPA Personal Financial Planning Conference. "The more that [you] are clear and upfront with what [you] believe, the more likely it is you'll keep the client."
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access