DK Publishing

  • Six Conversations With Clients You Need to Have

    By Jane Wollman Rusoff  |  May 24, 2012

    To be a successful financial advisor, you must have the diagnostic acuity of a physician, the perspicacity of an investigative reporter, the problem-solving skills of a psychologist — and, oh yes, the expertise to recommend appropriate investments.

  • The Power of Words

    By Jane Wollman Rusoff  |  December 26, 2011

    WRITER DOROTHY PARKER cracked that the two most beautiful words in the English language were “check enclosed.” The three most beautiful words for winning financial advisory clients are “I get it!”

  • The Art of Communicating with Clients

    By Jane Wollman Rusoff  |  January 1, 2010

    Why butt heads with irksome clients, when instead you can negotiate conflict: much less stressful and far more effective. In his handy book, Working with Difficult...

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