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Don't Give Canned Answers

07:30AM Mar 22, 2009 in category Tip of the Day by AdvisorMax

Even if you've heard 500 retirement stories that sound similar, it's best to take the time to listen to each client's story as if you had never heard it before.  --Karen Altfest

"My experience has convinced me that women are turned off to canned answers and packages. Even if you've heard 500 retirement stories that sound similar, it's best to take the time to listen to each client's story as if you had never heard it before." The secret of Altfest's success? "I enjoy listening."

-Karen Altfest, CFP, PhD, of L.J. Altfest Co. in New York City, in
Practice Profile: The Listener

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