Meir Statman

Great Financial Advisers Are Well-Being Advisers

Introduction

Great financial advisers are well-being advisers. Great financial advisers boost client well-being. Learn how holistic advice builds life well-being on financial foundations, based on global investor insights.

Abstract

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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