Shift to holistic advice demands more emotional labour from advisors
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Article Excerpt
Shift to holistic advice demands more emotional labour from advisors
BARBARA BALFOUR
SPECIAL TO THE GLOBE AND MAIL
PUBLISHED MAY 5, 2026
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Financial advisors frequently become witnesses to the most difficult chapters of their clients’ lives.
SDI PRODUCTIONS/ISTOCKPHOTO / GETTY IMAGES
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When conversations with clients drift beyond the balance sheet to fear, uncertainty, grief and sometimes hope, advisors are the ones who absorb it. …
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