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It was really good, we should always put our self in others shoe. every client conversation is an art, it will some fantastic information.
Really a wonderful article. Thanks for good different insights in new paradigm. What is the title of the book? where can i can get this book.
The Behavior gap in being financially sound has not received due importance. This case beautifully brings out the tremendous value that an advisor can bring to a clients life.
Thats a wonderful job done. It truly shows the passion for the profession. Thanks for sharing it. So many times we loose customers unknowingly. We need to keep our ego aside in such cases too which isnt that easy !