I walk a mile in your shoes
And now I'm a mile away
And I've got your shoes
- Kings of Leon, "Comeback Story"
The above verse has several interpretations but is based on an old saying. The main point is to not judge someone before understanding who they are and where they are coming from. To put it simply, be empathetic.
The same is true for financial advice. No one should be stereotyped and put into a box before their needs and situation are fully understood. An advisor should be able to put themselves in their clients’ shoes so they can develop the best path forward.
Personal and professional experiences give advisors the ability to see the world in different lights. Being able to see it from a client’s perspective is necessary for a beneficial relationship.
Our partners at eMoney have a short video on walking in someone else’s shoes.
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