To improve client discovery, we must focus more on self-awareness

Rob Hamshar  |  Portfolio Construction Forum  |  30 July 2021  |  0.50 CE

Self-awareness has been hailed as one of the most important meta-skills of the 21st century. One’s insight into personal strengths and weaknesses, beliefs, values, emotions, and their impact on others is associated with greater success and fulfillment in many life areas. In an investment advice context, both advisers and clients benefit from putting a spotlight on self-awareness and engaging in activities that promote its development. Advisers with greater self-awareness likely have greater listening and empathy skills, a more sophisticated “theor...

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