Helping clients understand the "why" in financial planning

09/9/2013 | Journal of Financial Planning

Advisers can build stronger ties with clients by helping them understand why they are designing a financial plan and by monitoring it over their lifetimes, writes Mitch Anthony, founder and president of Advisor Insights. This "return-on-life" approach can help overcome clients' resistance to fees for updating a plan. Anthony outlines five core values that advisers should address with clients when doing financial planning.

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