Conseil et recommandations - automation contre la pensée cognitive

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Thanks to PlanPlus and WEA for sharing their material for this Best Practices Guide.

It would be very nice if there were an automated system out there that could identify every piece of advice that is relevant to your client. Unfortunately, such a system does not exist. There are those that do a large part of the work, however, in the end, only you, the advisor, know your client well enough to make the final decision as to what advice is relevant and what is not.

The job of providing advice and recommendations to your clients across a broad spectrum of financial issues is a big job. But if you do the job, your client will appreciate the benefits of having engaged you for service, and will be so delighted with your help and professional approach that tremendous goodwill and client loyalty will develop.


Langues: Съвети и препоръки - автоматизация срещу съзнателна мисъл (bg) | 建议及推荐 - 自动化 VS 认知思考 (ch) | Advice and Recommendations – Automation vs. Cognitive Thought (en) | Tanácsadás és megoldási javaslatok - Automatikus vagy egyedileg kidolgozott (hu) | Consulenza e racomandazioni – Automatismi contro Pensiero cognitivo (it) | Advies en Aanbevelingen – Automatisering vs. Bedenken (nl) | Consultoría y Recomendaciones – Automatización vs. Pensamiento Congnitivo (sp)
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