Host of Elementality, Jordan Haines, CFP®, invites Ashley Quamme, founder and Fractional Financial Behavior Officer at Beyond The Plan, to talk about the most important emotional jobs that advisors need to be aware of when serving clients.
In a world where personal finances and emotions are so intertwined, Jordan and Ashley explore some important considerations including:
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Making sure your curious enough to identify when an emotional thread may need to be pulled.
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Why advisor may not need to be the person that navigates the emotional side of money, but why advisors should have someone available to navigate that job
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And the importance of advisors doing their own work with a behavioral specialist so they can be aware of their own emotional reactions to money
Elementality for Financial Advisors | Elements Financial Vitals System™