The Challenge: Quality Client Communication

Orrell, Melissa L.
September 2007
Journal of Financial Planning;Sep2007 Supplement, Vol. 20, p8
Academic Journal
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.


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