Bob Veres E-Column: The Call
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Bob Veres E-Column: The Call

1 year ago · 3 min read

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In his e-columns, Bob Veres explores topics that help you serve your clients better, and create a more efficient, effective and profitable practice.

What do you say when a client calls in a panic and says he or she wants to go to cash? How do you handle that?

Rick Kahler, of Kahler Financial Group in Rapid City, SD, has a unique way of helping his clients move from an emotional to a rational decision-making process whenever he receives ‘That

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