Estimated reading time: 0 minutes, 29 seconds

Are Financial Advisors Ready to Talk About Touchy Subjects?  

Financial planning software provider eMoney Advisor has announced new research that pinpoints what it describes as a disconnect between financial advisors and end clients.

emoney AdvisorIn a survey of advisors, just 23% said they were “extremely comfortable” talking about serious illness and other personal subjects with clients. Only 18% said they were “extremely comfortable” talking about divorce planning and premarital planning.

“One of the main barriers to seeking financial help is people feeling vulnerable about expressing their level of financial knowledge and know-how,” Emily Koochel, eMoney's senior financial planning education consultant, said in a statement.

Read the full announcement. 

Read 453 times
Rate this item
(0 votes)

Visit other PMG Sites:

PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.