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For many financial advisors, an early planning conversation often includes asking clients to identify financial goals. But when clients are still emotionally weighed down by an immediate pain point – the source of their stress or uncertainty that led them to seek out their advisor in the first place – their ability to articulate meaningful Read More... The post 6 Discovery Meeting Questions To Find Clients’ (Real) “Why” And Set Goals That (Actually) Resonate first appeared on Kitces.com .
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