I spent my last session today listening to a client vent about his spouse’s spending habits. We didn't even get to the retirement talk until the very end. This happens all the time, I'm sure. I feel like 90% of my job is just being a counselor these days. Does anyone else feel like they should change their job title to therapist, since doing actual financial strategy is sometimes like an afterthought?

likefunny
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Need to learn how to take control of the conversation or you will never get anywhere.

likesmart

Very true!!!

Put together a handout stating the items to be covered in the meeting and give a copy to the client. Then start the meeting.

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A great suggestion.

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You should clearly have a better control of the conversation and what are you accomplishing within that phone call. I always start by stating the goal in the beginning let them say their stories for 10 15 min max then I redirect if out of line. It is tough and some clients think we are therapists as well.

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