An invaluable resource for wealth managers advising individuals, couples, and families, this book explains why human emotions drive all investor behavior and makes a powerful case for why advisors need to be aware of such emotions in advising clients―especially in high-stakes situations.
• Outlines a powerful and insightful client management approach that wealth advisors and financial consultants can use to build stronger, more enduring relationships with all types 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 understand the subtle emotional factors and hidden human psychology that drive all investing and wealth management discussions and decision making
• Provides insights distilled from more than 20 years of experience in wealth management