3 lessons I've learned from my financial planners colleagues - Business Insider

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ประเทศไทย ข่าว ข่าว

ประเทศไทย ข่าวล่าสุด,ประเทศไทย หัวข้อข่าว

I'm a financial planner, and there are 3 lessons I've learned from other financial planners that changed the way I do my job

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I also learned that money is an emotional topic and people make decisions based not only on numbers, and that I can better my services by committing to constantly improving my craft. In my career, I have learned so much from colleagues. These are the three best tips I've gotten from other financial planners.Simply put, clients are paying fees and deserve value in return. I believe that most financial planners do great work for their clients, but the real key is to establish a mindset of consistent value creation.

In the meeting, Barbara briefly mentioned that she heard someone talking on television about Roth IRAs. Given Barbara's tax situation, Mary did not recommend this action now, but knows that this topic is something that Barbara is thinking about. In addition to the normal meeting follow-up steps, Mary sees another opportunity to provide value and proactively sends Barbara an email with financial planning considerations on deciding when a Roth IRA conversation is an optimal choice.

 

ขอบคุณสำหรับความคิดเห็นของคุณ ความคิดเห็นของคุณจะถูกเผยแพร่หลังจากได้รับการตรวจสอบแล้ว

Thank you! I'm currently trying to establish with a financial planner in the Seattle area. I'll share this with him.

Well said! These three points are something every financial should look to.

เราได้สรุปข่าวนี้มาให้อ่านอย่างรวดเร็ว หากสนใจข่าว สามารถอ่านฉบับเต็มได้ที่นี่ อ่านเพิ่มเติม:

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ประเทศไทย ข่าวล่าสุด, ประเทศไทย หัวข้อข่าว

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