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Home Estate Plans

Emotional Intelligence in Estate Planning Practices: Communicating Clearly With Stressed or Uncertain Clients

by TheAdviserMagazine
3 weeks ago
in Estate Plans
Reading Time: 1 min read
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Emotional Intelligence in Estate Planning Practices: Communicating Clearly With Stressed or Uncertain Clients
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Estate planning clients rarely arrive in a purely “transactional” state of mind. They are often navigating grief, family tension, fear of the unknown, financial anxiety, or uncertainty about aging and incapacity. Research in behavioral science shows that emotion significantly shapes how people process information, especially in high-stakes or personally meaningful contexts. This makes emotional intelligence […]



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Tags: ClientsCommunicatingemotionalEstateIntelligencePlanningpracticesstresseduncertain
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