Well-Being Advisers
Well-being in the context of finance usually implies financial well-being. And discussions about enhancing well-being are usually about enhancing financial well-being, such as by saving during our working years to sustain us in retirement. Well-being, however, is broader than financial well-being, a...
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| Published in: | The journal of wealth management Vol. 23; no. Supplement1; pp. 2 - 44 |
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| Main Author: | |
| Format: | Journal Article |
| Language: | English |
| Published: |
London
Pageant Media
2020
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| Subjects: | |
| Online Access: | Get full text |
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| Summary: | Well-being in the context of finance usually implies financial well-being. And discussions about enhancing well-being are usually about enhancing financial well-being, such as by saving during our working years to sustain us in retirement. Well-being, however, is broader than financial well-being, and enhancing well-being, even in the context of finance, entails more than enhancing financial well-being. The domains of well-being also include those of family, friends, and communities; work and other activities; and health, both physical and mental. Financial advisers do well as they transform themselves into well-being advisers, enhancing clients’ well-being in all its domains. |
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| ISSN: | 1534-7524 2374-1368 |
| DOI: | 10.3905/jwm.23.s1.002 |