We found a match
Your institution may have access to this item. Find your institution then sign in to continue.
- Title
Adviser Well-Being: The Bigger Picture: Connecting with yourself and being in the moment will show clients that you truly care about them.
- Authors
Fortin, Julie; Martin, Mary
- Abstract
The article focuses on adviser well-being, highlighting the interconnectedness between an adviser's state of being and the client experience. Topics include the impact of an adviser's well-being on client interactions, the importance of self-care practices for financial planners, and the role of awareness-based practices in enhancing overall well-being.
- Subjects
FINANCIAL Planning Association; WELL-being; BEHAVIORISM (Psychology); HUMAN mechanics; CUSTOMER experience; SOCIAL media
- Publication
Journal of Financial Planning, 2023, Vol 36, Issue 11, p64
- ISSN
1040-3981
- Publication type
Article