VettaFi Viewpoints: Dave Nadig Talks Advisors, Wellness With Dr. Pearlman
June 07, 2023 at 13:09 PM EDT
Financial wellness and personal wellness have more than a few parallels. For both, advisors must build strong personal relationships with clients. Not only do both crafts require building a trusting, empathetic relationship between two people; both crafts also share similar concerns. Both fields of advising ask similar questions. How does a client want to live, [...] The post VettaFi Viewpoints: Dave Nadig Talks Advisors, Wellness With Dr. Pearlman appeared first on ETF Trends .