Understanding Clients: Chad Karl’s Unique Approach To Fiscalosophy And Return On Life
Before delving into the world of financial planning, there’s a fundamental step that must not be overlooked: truly understanding the client. Think of it like tailoring a suit – you wouldn’t start snipping without measuring first. Similarly, financial experts need to dig into the client’s income, spending habits, what they want to achieve, how much risk they’re comfortable with, and even their relationship with money.
