Why Great Advisors Don’t Reinforce a Client’s Natural Tendencies
Most advisors genuinely want to help their clients feel confident — but sometimes the instinct to reassure can quietly work against great planning.
This episode addresses a subtle but critical truth in advice: great advisors don’t simply reinforce what clients already want to do — they help clients see what they’re missing. Whether a client is naturally conservative, overly optimistic, fearful of spending, or quick to act, every client comes with a bias. And reinforcing that bias doesn’t create balance — it creates blind spots.
James answers a listener question that highlights one of the…
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