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Advisors should put him or herself in clients’ shoes, tuning into their wavelength and listening from their frame of reference. The advisor should explore core issues and hidden concerns, pausing to ask clarifying questions and repeat back important points. (Photo: Fotolia)

Randy Carver is a financial advisor with a thriving practice outside Cleveland, Ohio.

Carver is also a licensed private pilot with a twin-engine Cessna. Several years ago, a crash landing left him with shattered ribs, collapsed lungs and a cracked larynx.

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