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Financial Planning > Behavioral Finance

Time is money

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Mitch Anthony in their book, “Your Client’s Story.” One way to do that is to develop more efficient habits that facilitate better client conversations.

The authors suggest starting conversations by asking clients more substantive questions about their financial situation, rather than generic questions that may or may not lead to a compelling dialogue. By opening a conversation with questions that address what changes a client is facing, advisors can immediately begin adjusting the client’s financial plan.