How to Help Clients Make Good Decisions

How to Help Clients Make Good Decisions

Your job is as much about managing relationships as it is about managing money. You need to establish close ties with your clients so you can become a positive influence in their lives over the long term. Unless you can steer your clients into making good decisions you not only risk losing them as clients – but you are doing them a disfavor – because you are allowing them to make potentially disastrous financial decisions.

Here are a few things you can do to influence your clients’ decisions positively.

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