-: Well I think it's two fold.
One, obviously you have to understand the concepts
both from a financial perspective
and a tax perspective.
The other is the ability to communicate that.
Again, the clients 'll ask a lot of questions,
and you have to be very effective
at communicating that to them
whether it be a phone call, in person, or email
because, again, and you have to explain to them
at a level that they can understand.
So that we've had some people come through our office
over the years that talked at a level
that when you knew the client couldn't understand them.
So you have to make the assumption of
how much do they understand and know
so you can teach them without being condescending.
Fine line between them.