Good communicators know that it is necessary to reverse the direction of an angry client or group of people they may be addressing. This is done by lowering your voice and speaking more softly than normal. The person you are communicating with, will generally slow down the pace to match yours. If on the contrary, you get a call from an angry client and you try to match his speed and volume, chances are you are going to create confrontation and fail in your attempts to placate the situation. It is critical that the financial planner realizes that when he or she enters into this type of relationship, clients are going to be sharing an entirely different side.
Nothing is sacred.
Everything ultimately will be disclosed. This process may include the examination of relationships with children, siblings, and parents. It will also touch upon physical and mental health and marital strength. The planner must be sympathetic and compassionate, while at the same time trying to help the client achieve financial goals. Initial appointments should be set up for a minimum of two to three hours so that clients can fully express their problems and describe their goals.