If you are on a job interview or in the middle of negotiations with a big client, think about what you say and the words you are using.

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"Every CFP worth his or her salt will give the client a no-obligation initial interview, to talk about their goals and objectives, " says Lewis Walker, a Norcross, Ga.

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He tells the story of a client who was heading from the airport to an interview with a company in Indianapolis.

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For this client, Wolkstein recommends a period of soul searching before he starts to interview.

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Check out my interview with him above and get peek at the space as client, Joe Dente gets fitted for a suit.

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