Act as a Financial Social Worker
I spend so much time hand-holding my clients, handling their emotional distress and helping them solve personal issues, I feel I can claim the title [of financial social worker] honorably. --Karen Altfest
For Karen Altfest, the key to attracting and retaining clients depends more on personal relationships than investment returns. In her book, Keeping Clients for Life, Altfest defines her style as that of a financial social worker. "I spend so much time hand-holding my clients, handling their emotional distress and helping them solve personal issues, I feel I can claim that title honorably." --Karen Altfest
-Karen Altfest, CFP, PhD, of L.J. Altfest Co. in New York City, in Practice Profile: The Listener
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