When Clients Won’t Sell: What Actually Helps Clients Let Go (Of The Endowment Effect)
As human beings, most of us have a hard time letting go, especially in cases where we have held something for a long time and formed a...
When Clients Use AI To Challenge Your Advice: How To Respond To Deepen Engagement
The traditional view of financial planning is that advisors are experts, who learn a specialized base of technical knowledge (e.g., CFP...
Navigating Sensitive Topics With Clients: 3 Tools To Get Them To Open Up About Planning Hurdles
When it comes to learning about a client, some topics can be easier for financial advisors to raise than others. For instance, while a...