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Client Execution: a Time to Plan, and a Time to Act

By Joel Redmond, CFP

“Lights…camera…planning!”

This isn’t the way we envision Hollywood, is it? Yet the way we often deal with clients, and the science of our profession in general, seems to be thoroughly imbued with a tendency to analyze, vivisect, examine, and consider – but not always the more important tendency to compel, persuade, and influence clients to take action.

Continue reading Client Execution: a Time to Plan, and a Time to Act