trust outlasts spreadsheets.
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by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间
like cpas, financial planners have long been associated with numbers people. they’re highly trained to use mathematics to address a client’s risk tolerance, goals, time horizons, and a magic “retirement number.” but george kinder, founder of the kinder institute of life planning, argues that most practitioners are overlooking the most obvious skill needed to be a successful advisor: listening.
“too many advisors take the math-first approach,” kinder says. “instead, they should be doing deep listening and building trust with clients to help them construct their ideal life. only when that’s established should the math and money decisions be introduced.”
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