Jill Schlesinger on the Power of the Pivot
Managing Your Practice
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Navigating Financial Conversations
This chapter explores the misconception that only wealthy individuals seek financial advisors, introducing clients in the wealth accumulation phase known as 'Henry's.' It emphasizes the importance of meaningful discussions between advisors and clients, particularly regarding financial goals and emotional dynamics during significant life transitions. Through candid conversations, the chapter highlights the critical role of trust and empathy in advisor-client relationships, enabling better decision-making and a more balanced approach to financial well-being.
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