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To Give in to the Client — or Not

By Megan McCoy & Meghaan Lurtz January 10, 2023 Rethinking65

As a CFP® professional, what can you do if you and your client have different perspectives on goals? Try a technique called “nonviolent communication” to find alignment, as featured in this excerpt from “The Psychology of Financial Planning.”

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Rethinking65
Megan McCoy & Meghaan Lurtz
January 10, 2023