What is the No. 1 reason clients come to you for advice? The answer, I think, is that they are going through some kind of personal or financial transition, and they are trying to figure out how to manage it. It may be an inheritance, a divorce or a career shift or the simple realization that retirement is looming and they’re not sure where their money is going.
But where in all your training did anyone prepare you for helping clients through complicated life transitions? You can offer financial guidance, of course, but helping clients through a major life event, at a time when they may not be thinking clearly, requires something more from you.
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