Author: Meghaan Lurtz
Source
When it comes to helping clients clarify their most important financial planning goals and priorities, many advisors may find it difficult to facilitate the insightful conversations necessary to guide clients through an exploration of these values. Clients may be tempted to postpone having such intimately personal discussions, and advisors may not be certain how toRead More…
The post Asking The Toughest Kinder Question: How To Help Clients Explore Regret Productively And Take Action first appeared on Kitces.com.