NEW YORK (Dow Jones)–It’s tough to radiate calm to worried clients when you’re stressed out yourself. While clients are looking for reassurance, many brokers and investment advisers are struggling with their own emotions – including guilt for not having insulated clients from investment losses and worry over their own personal portfolios and declining business revenue.
“The number one thing financial planners can do for their clients is to get their own emotional house in order,” said Brad Klontz, a licensed clinical psychologist who runs Klontz Coaching and Consulting from Kappa, Hawaii, with his father, Ted, who’s based in Nashville, Tenn.
