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Don't Hide From Clients When Markets Go South: Columnist

Friday, Jan 23 2015

News Roundup

Written by PFA News

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Advisors’ ability to educate investors and clearly communicate their beliefs is essential to retaining clients, maintains Harold Evensky, president of Evensky & Katz/Foldes Financial. So reports Financial Planning.

Communications should start with general topics before focusing on specifics. Advisors should also ensure they are available to speak with clients when markets decline.

Read the full article from Financial Planning.

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