Tailoring Client Communications

McCarthy, Ed
December 2010
Journal of Financial Planning;Dec2010, Vol. 23 Issue 12, p20
Academic Journal
The article focuses on the significance of addressing professional communication between financial advisers and clients in the finance industry in the U.S. It stresses that identifying the client's personality is a key element in understanding the type of financial proposals that advisers must deliver to their clients since money is involved in the process. It suggests the use of personality profiling for financial planners to establish proper communication.


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