Advisor.ca
August 19, 2024.
In an article with Advisor.ca, Kathy McMillan, Wealth Advisor, Associate Portfolio Manager, Investment Advisor discusses how advisors can guide clients in managing emotional challenges to make informed financial decisions.
Since “the worst time to make decisions is during times of stress”, her advice to advisors when navigating emotions is to “…stay curious and ask questions” to work with clients’ lives and varying situations.
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