Working with a retirement planner can be a challenging process for many clients. After all, this is a relationship that requires a lot of trust on both parts, and a great deal of financial candor from the customer. Scott Hanson, a certified financial planner with Hanson McClain Advisors in Sacramento, shares his thoughts on how a retirement planner can best explain their role, foster mutual trust, and make the relationship work to best advantage. As Hanson notes, the greatest benefits you may provide as a retirement planner are the financial mistakes you help a client avoid.
(Read my complete article at ThinkAdvisor)
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