ipl-logo

Assessing Client Stress And Why It Matters To Financial Advisors

1115 Words5 Pages

Assessing Client Stress and Why It Matters to Financial Advisors, is a primary source due to its accurate information on how financial advisors can work through situations with clients. This source gives precise examples on how financial advisors react to situation that comes up, most focusing on clients stressed about their finances. This article by John Grable and Sonya Britt states the effects that financial advisors have on clients. An example they give is, “[One] key finding [we have found] is that few clients are able to accurately evaluate their level of financial stress” (Pg. 39). This article perfectly explains the positive effects that financial advisors can have on people. Can financial advisors find better ways to help clients …show more content…

A job like finance may not appear difficult, but truly, it follows very critical procedures. Advisors must always do what is best for their clients, due to it putting money at risk. Sidney Kess and Edward Mendlowitz article, Advisors Involved in Financial Planning, provides evidence that clearly backs up the difficulty of this job. The article offers information as well as examples that have been present in past cases. Both authors emphasize, “The different kinds of financial advisors and their role in the overall financial planning process is difficult” (Pg.66). How tedious is a financial advisors …show more content…

This man gives a big ____ on why financial advising is a job that should be more thought of. Wymer explains almost all advisors create strategies for their customers to save money the right way, he even states, “As an example, the Canadian financial advisors view… giv[e] stems from caring about the cause” (Pg. 363). Financial advisors are very caring people that help other finance their money the correct way. What other ways can financial advisors affect people’s

More about Assessing Client Stress And Why It Matters To Financial Advisors

Open Document