Great Financial Advisers Are Well-Being Advisers
DOI:
https://doi.org/10.61190/wjzpf298Abstract
Great financial advisers are well-being advisers, offering holistic advice that builds clients’ life well-being on the foundation of financial well-being. Interviews with investors in the US, UK, Mexico, and China show how they enhance their life well-being in the domains of finances, family and friends, work, and health.
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