In his e-columns, Bob Veres explores topics that help you serve your clients better, and create a more efficient, effective and profitable practice.
What do you say when a client calls in a panic and says he or she wants to go to cash? How do you handle that?
Rick Kahler, of Kahler Financial Group in Rapid City, SD, has a unique way of helping his clients move from an emotional to a rational decision-making process whenever he receives ‘That