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Financial Planning: How Tiny Shifts in Advisor Phrasing Can Improve Client Outcomes

Investors crave comfort, predictability and a sense of control, particularly as they transition from accumulation to decumulation. Advisors who frame retirement scenarios in a way that takes these needs into account — particularly in volatile markets and an uncertain economy — can strengthen relationships and outcomes.

Matt Sommer shares more detail on this key finding from the 2025 Investor Survey on Retirement Income and Planning in this contributed article to Financial Planning.

Matt Sommer Financial Planning
Feb 9, 2026
1 minute read

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