Pivotal moments: How advisers help clients navigate 'life junctions'

'Exciting and daunting rolled into one'

clock • 5 min read
Advisers on how to help clients navigate 'life junctions'
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Advisers on how to help clients navigate 'life junctions'

Many clients do not take into account their financial planner's ability to help navigate the emotional and technical challenges during a time of personal transition, such as the death of a spouse or parent, a divorce, the sale of a business, retirement, a sudden inheritance or a major career change, writes Julia Bahr

They may wonder how advisers will address their challenges and concerns when life suddenly takes a different direction. What skills do advisers need to help them and what do they think is key to...

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