Navigating Sensitive Topics With Clients: 3 Tools To Get Them To Open Up About Planning Hurdles (opens in new tab)

When it comes to learning about a client, some topics can be easier for financial advisors to raise than others. For instance, while a client might be willing to open up about how they plan to spend their time in retirement, they might be more reluctant to answer questions about their health or legacy. WhichRead More... The post Navigating Sensitive Topics With Clients: 3 Tools To Get Them To Open Up About Planning Hurdles first appeared on Kitces.com.