Recently I wrote about the parallels between financial planning goal setting and the relatively new field of psychological research called positive psychology. In it I described how the goals that our clients set for themselves – with our help – can lead to what psychologists call either the pleasant life, the engaged life or the meaningful life. Perhaps not surprisingly, the article has generated quite a bit of feedback from both sides of the aisle.
On the one hand, there are those who believe that the advisor’s role is not to influence their client’s goals at all. Others believe helping them dig deeper to define truly meaningful life goals is one of the most critical and helpful services they can provide and is essential to building strong planner-client relationships.
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