Working with clients who have different cultural perspectives

12/27/2011 | AdvisorOne

Clients from outside the U.S. can approach financial-planning discussions with different assumptions and values that advisers must understand to guide them effectively and respectfully, writes Olivia Mellan. For example, Indian clients tend to be less open to divorce as a solution to a difficult marriage than Americans are, and Hispanic clients might be less receptive to life insurance, experts say.

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