Moving from advisor to coach for your clients

While we often refer to the non-technical aspects of personal financial planning as “soft,” there is clearly nothing soft about them and, in fact, they often can be the hardest aspect of planning to develop our skills in. It takes understanding the human experience to best serve our clients in this way – getting to know the “know why” and trying to understand the underlying issues and concerns to build a financial plan that will help guide clients toward the