May 2, 2024

InvestmentNews: Set solid expectations and boundaries with new clients

financial professional at a desk with new clients

You became an advisor because it’s a great profession and you get to help people live better lives. Those are not trivial things. But doing your job well means setting expectations so that clients understand, when it comes to investing, there will be times that challenge their resolve. In, “Set solid expectations and boundaries with new clients,” his April 26th, 2024, practice management column for InvestmentNews, Allworth co-founder Scott Hanson explains how everyone wins when communication and boundaries are clearly defined.

Read the full article at InvestmentNews.