How Great Advisors Deliver Bad News with Honesty and Empathy
Every advisor eventually faces the conversation they wish they could avoid — the moment a plan reveals that a client’s expectations don’t match reality. Not a small adjustment. Not a simple tweak. But a result that asks for real change.
This episode of Root Ready tackles one of the hardest responsibilities in advice: how to tell a client their plan won’t work without breaking trust, crushing hope, or damaging the relationship. It’s not about sugarcoating the truth. And it’s not about hiding behind software outputs. It’s about learning how to show up as the messenger clients actually need in…
The skinny
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