Financial advisors can incorporate values into their practice by making values exploration a standard part of the onboarding process, using tools like Think2Perform’s Values Card Exercise, online assessments, or guided worksheets, and asking reflective questions about the role of money in a client's life.

Authors

• Person: Sasha Grabenstetter Organization: eMoney Advisor
  Understanding Financial Values for Better Planning ...

Sources

• Understanding Financial Values for Better Planning ... emoneyadvisor.com Sasha Grabenstetter · eMoney Advisor via serper

Referenced by nodes (1)

• financial advisors concept