Using Consulting Skills in Client Relationships

Hulett, Kirk J.
January 2007
Journal of Financial Planning;Jan2007 Supplement, p9
Academic Journal
The article discusses the benefits of using consulting skills in client relationships for financial planners. By using techniques developed by the consulting industry, financial planners can improve communication with clients. These techniques include asking open-ended questions, which allows financial planners to get a clear picture of their clients' problems, making sure to reach an explicit agreement with clients on how to hands problems before taking action, and presenting recommendations for action carefully.


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