Sometimes developing a financial plan is a breeze, fostered by effective communication. But too often, there are hidden agendas, embarrassing financial decisions, or marital difficulties at play that can harm a plan.
In my medical career, I learned how to handle tough topics through a psychiatric tool called the BATHE method of communication. I quickly learned the value of this communication method in financial planning. By incorporating this technique into client conversations, I can get to the crux of underlying issues that may affect a financial plan.
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