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How to Talk to Your Clients About the Money They Pay You
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How to Talk to Your Clients About the Money They Pay You

At the heart of your relationships with your clients are frank conversations about money. But talking with them about the money they pay you can still feel awkward.

It doesn’t have to. This eBook discusses concepts you can use to make those conversations easier—while differentiating yourself from other advisors your clients might be working with.

For use with financial professionals only.