Money Doctor: The Financial Advisor as a Wealth manager and a Therapist

Money Doctor: The Financial Advisor as a Wealth manager and a Therapist

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This course discusses the concept of the financial advisor as a wealth manager and a therapist and delves into the benefits and different components of financial advice. The course covers the role of the advisor as healer and approaches to maximise the role of the advisor as a therapist. It also presents recent studies on the value and benefits of financial advice.