Am I blowing a friendly interaction out of proportion or is Mr. Falmon flirting with me?" a young planner asked me at a recent performance-review lunch. "If he's flirting with me, it's creeping me out and I'm not sure what to do."

Helping young colleagues develop a professional demeanor and manage interactions with clients is as important as helping them understand hedging strategies for a portfolio or developing conflict-negotiation skills for touchy family dynamics. Discussing how to dress and setting socializing rules are just a few of the ways you can make sure everyone in your practice is involved in an ongoing dialogue on ethical issues.

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