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Adding Value Beyond Investments: Advisers’ ability to understand client circumstances can’t be replaced by automation
The Wall Street Journal – July 26, 2017, 12:41 p.m. ET
Promoting patience: To female clients in the wake of a major transition, Ms. Awad’s advice is often simple: Wait. She tells clients to give themselves a year before making any big financial decisions like selling a house. This advice is important for anyone following a separation, but especially for women who have lost a spouse who took care of the family finances, she says. “Clients should take the time to sit with what’s happened and sort things out,” she says. “Often there’s so much pressure on them already; they shouldn’t put extra pressure on themselves.”
Read The Wall Street Journal article here.