Updated Thursday, July 31, 2014 as of 1:27 AM ET
Practice - Retirement Planning
Using the Election to Spur Clients to Prepare for the Future
by: John Diehl
Monday, October 1, 2012

One of the challenges facing financial advisors is finding ways to actively engage clients in conversations regarding their financial future. In today's world, the volume, velocity and complexity of life's daily obligations often delay longer term considerations that will be crucial to the well-being of aging clients. One of the keys to engagement is to address topics that are relevant and emotional in order to bridge to longer-term planning concerns.

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