96: Why Advisors Shouldn’t Give Advice (And What To Do Instead)

from The Human Side of Money · host Brendan Frazier

The relationship dynamic between advisors and clients is shifting. It’s shifting away from treating the plan and towards treating the person. The old model was the financial advisor as the “advice giver.” Treating the problem by dispensing advice. The new model has the advisor playing the role of “thinking partner.” It goes like this: Diagnose … Read More Read More

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This episode was published on October 4, 2023.

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