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Notices
TH
Tom Howard (not verified)
19th April 2017 | 1:05pm

Richard-

You bring up some very good points. Clients, no matter how much we work with them, will at times succumb to their emotions and make poor choices.

Effective client dialog is critical in helping clients through highly emotional events. A needs based planning model is only one part of creating this narrative.

It sounds like you are doing a lot to avoid this type of situation and so you are to be commended.