Advisors occasionally encounter situations where their recommendations conflict with a prospect’s or a client’s opinions or beliefs. When encountering this resistance, the advisor has a choice to make: either to alter their recommendation to make it more acceptable to the client’s way of thinking, or to dig in and attempt to change the client’s mindRead More...

The post Minimizing Advisor-Client Value Conflicts Using The Principles Of Aikido first appeared on Kitces.com.