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3min chapter
Kevin Myeroff: 7 Simple Ways Advisors Can Improve Client Conversations
Barron's Advisor
Rethinking Advisor-Client Dialogues
This chapter emphasizes the need for financial advisors to move away from outdated terminologies and frameworks, advocating for a more personal and relatable approach in client interactions. By focusing on clients' dreams and fears, advisors can improve risk assessment and create tailored investment strategies that align with their clients' true aspirations.
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