The Importance of Reflexive Action in Financial Planning

Tune in to hear: 

- Some people think that “we can only take our clients as far as we have gone ourselves and that we must do our own work.” Does Neil believe this and, if so, what does “doing the work” look like in the context of a financial professional?

- What is Carl Jung’s idea of “a wounded healer?” Also, in terms of our own story, how can we walk the line between being vulnerable and approachable without making our time with the client all about us?

- What are the most common sources of stress for financial advisors and what is the potential fallout of stressed advisors trying to comfort stressed advisors? 

- What are some practical tips for helping advisors manage the stress that can accompany a bad bear market?

- Where does Neil think the financial services industry is headed over the next decade?

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