Advisors Encouraged to Lead with Bad News

Research suggests that financial advisors who lead with bad news can build stronger client relationships, a strategy supported by psychology, behavioral finance, and career longevity.

27 May, 14:08 — 27 May, 14:08

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advisor-perspectivesMostly Factual97d ago

Why Good Advisors Lead With Bad News

Leading with bad news can feel wrong and even confrontational at some level, but the psychology research supports it, the behavioral finance supports it, the career math supports it, and the clients who stay through multiple cycles apply the final confirmation stamp.

By Mark Tennenbaum

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Advisors Encouraged to Lead with Bad News

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Why Good Advisors Lead With Bad News

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