Whether it’s explaining ETFs or laddered annuities, advisors need to educate clients to help them make the best choices. But explaining complicated concepts isn’t easy.
While it can be a struggle to calm the financially fearful after tax season, it’s easy compared to what dentists deal with. More than one-third of Canadians have anxiety about seeing a dentist, according to a 2012 paper from Oral Health Journal.
Jill Wood, a veterinarian at Southport Animal Hospital in Stratford, PEI, told us how she helps distraught clients cope with bad news.
These professionals keep clients focused on goals.