News and resources for Canada's top financial advisors
Est. 1998
Planning and Advice
Keep asking good questions that help your client move out of crystallized-thinking mode and into emotional contemplation. Try to understand life issues in discovery before starting your financial discovery. Try to understand life issues in discovery before starting your financial discovery. Keep asking good questions that help your client move out of crystallized-thinking mode and […]
By Barry LaValley |August 5, 2009
5 min read
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