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Financial Planning > Behavioral Finance

Know Your Client

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When it comes to providing world-class customer service, longevity can help you understand what individual clients need. For instance, as client relationships develop, you will understand how much financial discipline, structure, and prompting particular clients might need from you. “My advisor keeps after me to get things done,” says a client of Founders Financial Network in Cupertino, California. “I like knowing that he will provide the discipline I need to accomplish my financial goals.”