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- Title
Advising Clients Under Stress: Tailor your communication skills to best serve clients in crisis.
- Authors
West, Thomas C.; Starnes, Steven A.
- Abstract
The article offers information on the need for financial planners to develop communication skills to serve clients in crisis. Topics discussed include the significance of decision-making capabilities to support the clients as care-givers; client assistance provided by professional care managers; and impact of strategic planning for effective assistance to clients in taking financial decisions. INSET: Build a Network.
- Subjects
FINANCIAL planner-client relationships; PROFESSIONAL relationships; STRATEGIC planning; DECISION making; CAREGIVERS
- Publication
Journal of Financial Planning, 2018, Vol 31, Issue 9, p24
- ISSN
1040-3981
- Publication type
Article