6 steps for taking the lead with worried clients

11/6/2011 | FPAnet.org/Practice Management Center blog

Planners shouldn't let their empathy for clients get in the way of the need to give good advice, Advisor Solutions President Daniel C. Finley writes. He offers six steps for taking control and helping clients move from talking about worries to taking action. The best approach is "balancing compassion and action and knowing the right amount of tough love to mix in," Finley writes.

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