 Advisors need to learn how to help clients deal with emotional tradeoffs, such as risking retirement goals for college tuition."Jay Hummel, managing director of strategic initiatives, Envestnet.. |
FAs Must Focus on Planning, Coaching, Managing Emotions
Alex Padalka | Financial Advisor IQ, July 2016
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Summary: Out of the services advisors provide to their clients — financial planning, tax management, asset allocation, investment selection and portfolio rebalancing — only financial planning truly relies on the “human touch,” writes Jay Hummel, managing director of strategic initiatives and thought leadership at Envestnet.
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