 Although I'm generally a private person, I do push myself to share my own personal experiences with clients so that I can offer them some perspective from my own history."Deborah Levenson, financial planner, Braver Wealth Management |
Standing in Your Clients' Shoes
Veronica Dagher | Wall Street Journal Online, March 2014
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Summary: Empathy--the capacity to recognize and share another person's experiences and emotions--is a crucial trait for advisers to have if they want to succeed in an industry that is about effectively handling client emotions as well as their money. If a client feels listened to and validated, the adviser can win over that client for life, and more, therapists and advisers say.
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