Dr. Brooks and David Richman, a coach to many of the most successful financial advisors in the United States, describe the qualities that help advisors to have a positive impact on the lives of their clients. Drawing from a resilience framework, Brooks and Richman offer practical strategies to assist advisors to create “motivating environments” in which they will become more effective with their clients. They also describe ways in which advisors can reinforce their own “stress hardiness.” Insights from successful advisors are included. While the examples and discussions revolve around the financial advisory relationship, the principles articulated are applicable to all those in the position of delivering advice to others.
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