Stephanie Shadel

In this engaging discussion, Stephanie Shadel, a seasoned senior wealth advisor at Schwab Wealth Advisory, shares her extensive expertise in client-advisor relationships. She highlights the critical importance of gathering both quantitative data and emotional insights to build trust. They delve into how personal experiences shape financial behaviors and expectations, emphasizing open communication. Stephanie also explores psychological biases like the endowment effect, urging clients to be aware of these influences for smarter investment choices.