AI Snips
Chapters
Transcript
Episode notes
Unexpected Joy in Advising
- Rachel Elson found financial advising much more fun than expected compared to journalism.
- She enjoys helping clients she likes make smart financial decisions every day.
Handling Heavy Client Talks
- Use empathy and boundaries to handle heavy client conversations like layoffs or health issues.
- Acknowledge these are tough but less frequent for Rachel's mostly healthy, younger tech clients.
Leverage Journalistic Skills
- Leverage journalistic skills to ask probing questions and detect incomplete client answers.
- Embrace intimate knowledge of clients' personal life stages for better planning.