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November 8, 2013

Is Playing Therapist a Waste of Your Time?
Not always — letting clients vent can improve their financial health.
That Holiday “Touch Point” Is Right Around the Corner
Some advisors send clients gifts as early as Thanksgiving.
You Can’t Help Clients Who Don’t Know What to Ask
Guiding them toward the right questions is the essence of sound counsel.
Advisors’ Tips for Sizing Up Funds
Wealth managers start with the investor’s risk tolerance and work from there.  Video [ 3:42 ]   Transcript