TITLE

The Challenge: Quality Client Communication

AUTHOR(S)
Orrell, Melissa L.
PUB. DATE
September 2007
SOURCE
Journal of Financial Planning;Sep2007 Supplement, Vol. 20, p8
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses the importance of financial planners' communication with clients. The author compares financial planners to mathematicians, marriage counselors, and coaches. Clients who attempt to alter their retirement plans abruptly are often not adequately educated on the financial planning process or challenged to think ahead to the future. The book "Crucial Conversations: Tools for Talking When the Stakes Are High," by C. Northcote Parkinson is mentioned as a good tool to help develop communication skills with clients.
ACCESSION #
26475379

 

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