As you're dispensing advice, your client interrupts, "Yes, but..." You clarify, and he says: "Yes, but..." You remind him your advice will help him reach his financial goals. You warn of the consequences of inaction. He might agree, yet returns two months later stating he's done nothing. You start to wonder why this guy came to see you in the first place.

At some point, most clients will resist your advice. Whether you're suggesting a budget, saving more, funding retirement plans, buying insurance or writing a will, you will actually create client resistance if you are doing your job because you will be advising a client to do something he or she may not be ready to do. Even if you stick to the subject that brought your client into your office, you may see resistance.

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