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The first rule of doing a successful business is to provide customized solutions to the customers. This makes them assured that they are valued and heard. So try to include their suggestions and opinions in your services and provide them customized solutions.
Try to involve the client and take their opinions when you deal with their finances so that they do not feel sidelined. Then you should find ways to include their idea in the solution so that the customer can view it. Keep in mind, even if their solution is not as efficient as yours, it will still keep your clients satisfied when they see you respect their opinion.