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Building your emotional portfolio

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Advisors who can identify their own emotional responses and diffuse them can improve productivity, according to Hendrie Weisinger. In his book, “The Emotionally Intelligent Financial Advisor,” Weisinger says one of the core assets to an advisor’s “emotional portfolio” is self-awareness.

A high sense of self-awareness allows advisors to take stock of their own actions and analyze how they need to change their behavior, whether in their relationships with clients or colleagues. Weisinger recommends five ways to develop this skill:

  1. Examine how you interpret situations.
  2. Tune into your senses.
  3. Get in touch with your feelings.
  4. Identify goals.
  5. Pay attention to your actions.

Source: “The Emotionally Intelligent Financial Advisor,” Hendrie Weisinger


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