Bob Veres E-Column: The Call
Professional Insights
AICPA logo
AICPA logo
  • Home
close up of hand typing on laptop
Professional Insights

Bob Veres E-Column: The Call

2 years ago · 3 min read



In his e-columns, Bob Veres explores topics that help you serve your clients better, and create a more efficient, effective and profitable practice.

What do you say when a client calls in a panic and says he or she wants to go to cash? How do you handle that?

Rick Kahler, of Kahler Financial Group in Rapid City, SD, has a unique way of helping his clients move from an emotional to a rational decision-making process whenever he receives ‘That

Reserved for PFP Section members

Already a PFP Section member?

Log in with your AICPA account
Forgotten email
Forgotten password

Not a PFP Section member?

Discover the benefits of AICPA membership and Personal Financial Planning Section membership. To gain access to exclusive content, your first step is to join the AICPA.

Related content