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Financial advisor Julie Kelly on empathic advising
An experienced financial advisor tells us what she’s facing in the field—and how empathy is helping her help clients.
With new and seasoned investors nervous about the financial markets, financial advisors like Durham, N.C.’s, Julie Kelly are finding themselves in high demand. They’re being asked to advise clients about a myriad of goals, most notably about retirement. Should they retire early? Should they possibly forgo retirement investing to support adult children short-term? In the video above, find out how Kelly and other Edward Jones financial advisors are leading with empathy in order to partner even more deeply with clients in these volatile times—and help them get on track with their long-term goals.
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