SAN DIEGO – An adviser can offer clients great portfolio strategies, strong tax planning advice and a winning retirement plan. Yet still be lacking something vital when they sit down with clients.

“Emotions always have a seat at the table,” says Marc Brackett, director of the Yale Center for Emotional Intelligence. “They’re always in the room.”

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access