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Strengthen Client Relationships with Targeted Teaching Styles

Friday, Jul 31 2015

News Roundup

Written by PFA News

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Advisors can engage their clients and strengthen relationships by using appropriate teaching styles for each investor’s preferred method of learning. So reports Financial Planning.

Some clients learn best by being actively engaged during presentations while other clients may respond best to graphic charts, videos, or audio.

Read the full article from Financial Planning.

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