100+ ways to engage clients in the process of financial planning
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100+ ways to engage clients in the process of financial planning

10 months ago · 12 min read

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A concern common to all financial planners is “How do I get my clients to realize how important it is to plan?” Regardless of how knowledgeable and skillful the planner may be, getting in front of a client and motivating that client to take positive actions is an ongoing challenge. Clients do not have to be especially wealthy or old or ill to make plans. Many planning issues are best addressed when assets are modest, and youth and good health

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