August 7, 2026 – Davi Kutner, Partner at Aprio Wealth Management, shares his perspective with Financial Planning as part of its “Ask an Advisor” series, discussing the lessons he has learned from difficult client meetings.
In the article, Davi emphasizes the importance of empathy when navigating challenging client conversations. He notes that discussions about life savings and financial goals can often trigger emotional responses, as clients may be dealing with personal circumstances that are not always visible during a meeting.
Davi adds that one of the most rewarding aspects of wealth management is developing meaningful, long-term client relationships, which often prove invaluable when navigating challenging circumstances.
Read the full article on Financial Planning.