Description
An invaluable resource for wealth managers advising individuals, couples, and families, this book explains why human emotions drive all investor behavior and makes a formidable case for why advisors want to concentrate on such emotions in advising clients―especially in high-stakes situations.
• Outlines a formidable and insightful client management manner that wealth advisors and fiscal consultants can use to build stronger, more enduring relationships with all varieties of clients
• Highlights effective strategies that advisors can use to advise their clients, especially in high-stakes situations of market volatility or economic uncertainty
• Enables financial advisors to take into account the sophisticated emotional factors and hidden human psychology that drive all making an investment and wealth management discussions and decision making
• Provides insights distilled from more than 20 years of enjoy in wealth management