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Icebreakers for financial advisers

Bryce Sanders at ThinkAdvisor has some pointers for discussing the role of a financial adviser. Sanders says that most people don't know what advisers really do, and the essence of the discussion should be that: 

  • You help keep your clients on track
  • You help clients save money
  • You act as something of a therapist as well as a life coach in financial matters
  • You share the pain

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