Journal of Financial Planning: December 2009
Being a successful adviser isn’t just a matter of picking superior investments for your clients. Successful advisers also need to be world class at getting their clients to believe in and act on the advice that is dispensed. This doubles the difficulty of giving good advice. The adviser must create an appropriate recommendation, but then convince the client that the decision to accept and stick
with the recommendation is in the client’s best interest.
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Topic
General Financial Planning Principles