“Stephanie’s articles hit on the most fundamental issue when it comes to providing effective financial advice – our clients experience emotions. They feel nervous and scared when the markets move, even if we’ve done a great job communicating this. They feel anxious about balancing saving for retirement and their children’s education, even if we plan effectively with them. Client’s feel fearful and ashamed when they think about debts they’ve incurred that offer them no lasting value and wonder how they will get out of the mess they are in. We as advisors need to understand and address the emotions before we can be the valued advisors we wish to be for our clients. Stephanie’s articles seem to always bring me back to this fact and remind me that regardless of what I know, clients want to know that we genuinely care.”
Kelley Doerksen, CFP ® Guaranteed Financial Service Edmonton, AB Article Review
