2 Comments
User's avatar
Joppa Mill Advisors, Ltd.'s avatar

Not hearing the emotional question is pretty common among financial advisors, especially as clients approach retirement! Addressing the emotional issues, as well as de-mystifying Wall Street is a focal point for my practice after spending 40 years working on the Street!

Jody Padar, The Radical CPA's avatar

Yes...it's the hardest part of advising.