Interactive exercises that let clients reflect, write and even just doodle about their history and goals can build trust and improve financial outcomes. By Anand Gupta
https://www.financial-planning.com/opinion/how-financial-advisors-can-have-productive-client-conversations?utm_source=dlvr.it&utm_medium=blogger
https://www.financial-planning.com/opinion/how-financial-advisors-can-have-productive-client-conversations?utm_source=dlvr.it&utm_medium=blogger