Advisers' feelings toward wealth affects financial advice

08/25/2010 | Financial Advisor online

Knowledge and experience aren't the only factors that determine how successful a financial adviser is -- the adviser's attitude toward wealth also plays a role in giving good advice and establishing relationships with clients. Conversations about money are emotional, and advisers need to understand their feelings toward wealth and the wealthy, and need to be perceived as neither groveling nor jealous, experts say.

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