Improving the Adviser-Client Relationship, Part 2

Olson, Bryan; Riepe, Mark W.
March 2010
Journal of Financial Planning;Mar2010, Vol. 23 Issue 3, p36
Academic Journal
The article discusses the useful recommendations to improve the relationship of the financial advisors with their clients in the U.S. It mentions that the goal of improving the outcomes for the clients would require the recommendations to be professional and the likelihood of being enacted. It states that client buy-in would involve bringing the client closer to the decision-making process to create a sense of partnership. It cites that exploring the past investment experiences of the client would trigger the financial planners to guess the level of sophistication and the risk tolerance of the clients.


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