Economic turmoil and advances in technology and medicine over the past decade have combined to expand the financial advisor’s role beyond providing sound investment advice. Advisors now face the complex responsibility of not just guiding clients who must plan for the reality of living longer, but also managing clients’ anxiety and at times even irrational approaches toward their retirement and financial future.

However, this challenge also provides an unprecedented opportunity to strengthen connections with clients and solidify the role of primary trusted advisor.

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