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Laura Mattia is featured in a Reuters’ article written by Suzanne Barlyn on May 21, 2013, discussing tips for effective client meetings. “Keeping clients on track during one-on-one strategy sessions is often a tricky balancing act. It requires planners to acknowledge the deep emotions that are usually attached to the financial lives of their clients. At the same time, advisers must keep the discussion from straying too far from the careful decision-making that goes into every financial plan.