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Divorce rates are down among all cohorts save one: people over age 50. With the rise of so-called “gray divorces”, financial professionals play a vital role in helping clients transition from joint to individual financial lives. Beyond the emotional toll, divorce later in life often involves complex decisions around asset…
In CFP studies, we primarily teach students a myriad of concepts designed to help them understand how to solve client problems and help clients reach their goals. But, and this is a big BUT, what we'll call soft skills are crucial for financial advisors—especially new financial advisors. Building and maintaining client…
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