Great Financial Advisers Are Well-Being Advisers
Abstract
Great financial advisers are well-being advisers, offering holistic advice that builds clients’ life well-being on the foundation of financial well-being. Interviews with investors in the US, UK, Mexico, and China show how they enhance their life well-being in the domains of finances, family and friends, work, and health.
Fields of Study & Subjects
Financial Literacy
Pension
Retirement Analysis
Coaching Methods and Impact
Leadership
Courage
and Heroism Studies
Publication details
- Journal / source
- Financial Services Review
- Publisher
- Academy of Financial Services
- Volume
- 34
- Issue
- 2
- Pages
- e001–e001
- Publication date
- 15 April 2026