1.0AFCPEhttps://www.afcpe.orgRachael Deleonhttps://www.afcpe.org/news-and-publications/blog/author/rachael/Starting A Client Conversation: It Doesn’t Begin with Finance - AFCPErich600338<blockquote class="wp-embedded-content" data-secret="K7KieKXIaR"><a href="https://www.afcpe.org/news-and-publications/blog/starting-a-client-conversation-it-doesnt-begin-with-finance/">Starting A Client Conversation: It Doesn’t Begin with Finance</a></blockquote><iframe sandbox="allow-scripts" security="restricted" src="https://www.afcpe.org/news-and-publications/blog/starting-a-client-conversation-it-doesnt-begin-with-finance/embed/#?secret=K7KieKXIaR" width="600" height="338" title="“Starting A Client Conversation: It Doesn’t Begin with Finance” — AFCPE" data-secret="K7KieKXIaR" frameborder="0" marginwidth="0" marginheight="0" scrolling="no" class="wp-embedded-content"></iframe><script type="text/javascript">
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Personal financial can be a touchy issue for many individuals. Consider this scenario: A client makes an appointment for a financial-planning consultation. As an Accredited Financial Counselor (AFC®), you ensure the client that you do not endorse, sell or promote any financial product line. Yet, even with this disclaimer, your client still appears edgy and somewhat uncomfortable. Why? What’s going […]