Get all your news in one place.
100's of premium titles.
One app.
Start reading
Kiplinger
Kiplinger
Business
Ben Sullivan, CFA®, CFP®

Addressing Your Clients' Emotional Side: Communication Techniques for Financial Advisers

A financial adviser consoles a client as she gets emotional about financial issues.

Financial decisions are rarely made in an emotional vacuum, yet many advisers continue to approach client conversations as though they were.

Simply telling anxious clients to "stick to the plan" during market turbulence often falls flat, even if it is the ideal approach for long-term results.

Sign up to read this article
Read news from 100's of titles, curated specifically for you.
Already a member? Sign in here
Related Stories
Top stories on inkl right now
One subscription that gives you access to news from hundreds of sites
Already a member? Sign in here
Our Picks
Fourteen days free
Download the app
One app. One membership.
100+ trusted global sources.