WASHINGTON -- Success in financial planning hinges on developing a rapport with clients and building confidence and trust, according to a panel of advisors speaking here at the Investment Company Institute's general membership meeting.

The panelists suggested that the human side of the practice has been somewhat overlooked among some advisors who have tended to limit their interactions with clients to providing financial advice.

Register or login for access to this item and much more

All On Wall Street content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access