I am new to financial advising as a profession. It is a second career for me after spending almost 20 years in the legal field as a matrimonial litigator and mediator.

While there are many new skills for me to learn (thankfully, I am surrounded by an experienced and supportive team), I have gained invaluable insights and experience from my past work that can be helpful to every adviser as they seek to best serve their clients. The following are some key mediation techniques that translate perfectly to use in initial client meetings and regular investment reviews.

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