How the art of conversation can save your practice

09/16/2013 |

The new channels of communication would seem to mean more connection with clients, not less, but this article suggests that sometimes the old ways are best. The author writes that advisers who want to make better connections with their clients and revitalize their practices should pick up the phone. The problem is that many people, especially young advisers, have "phone-phobia," which is detrimental to the art of financial planning, according to the author.

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