0

by Kelly O’Mara

Any advisor can tell you that starting a dialog with a client about money matters can often end up as a discussion about broader life issues.

Loren Kayfetz, president of Personal Financial Consultants Inc., is hoping to close that advice gap for his clients by bringing on a financial planner with experience doling out life advice. See: Can the behavior of RIA clients be changed? Yes … but.

This past October, in an attempt to provide a more complete money planning experience to clients, Kayfetz hired Brad Klontz, a psychologist and newly minted CFP, to serve as a money coach and financial planner.

Continue Reading

Share:

Comments are closed.