Author: Michael Lecours
Source
Financial advisors will sometimes talk about ‘bad’ clients who don’t act on the advice being provided. But the reality is that they may not necessarily be ‘bad’ clients; rather, their behaviors are a sign that they are not fully engaged in the planning process because other aspects of their life take precedence over managing theRead More…
The post Advice Engagement Strategies: 4 Core Areas To Motivate Clients To Be More Active In The Financial Planning Process first appeared on Kitces.com.