Cash Management Communication Leverage Tax Planning 
CFO News Room
DECEMBER 26, 2022
Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts – While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations.
CFO News Room
NOVEMBER 26, 2022
A first step toward reducing this conflict (while still trying to communicate advice to the parent) is to avoid coming across as patronizing or overbearing (even if unintentionally). This can often be accomplished by considering the parent’s perspective; perhaps their upbringing left them with different attitudes or preferences (e.g.,
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