Advisors need to learn how to help clients deal with emotional tradeoffs, such as risking retirement goals for college tuition."
Jay Hummel, managing director of strategic initiatives, Envestnet.. |
Summary: Out of the services advisors provide to their clients — financial planning, tax management, asset allocation, investment selection and portfolio rebalancing — only financial planning truly relies on the “human touch,” writes Jay Hummel, managing director of strategic initiatives and thought leadership at Envestnet.
Advisors need to learn how to help clients deal with emotional tradeoffs, such as risking retirement goals for college tuition."
Jay Hummel, managing director of strategic initiatives, Envestnet.. |
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