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An example of a professional bias is that you feel you know more than your client or you feel you are smarter than your client.
Examples of Hess and Ludwig’s smart machine age (SMA) skills that cannot be performed by a machine are critical thinking and creativity.
Believing you are the smartest person in the room is the biggest threat to emotional engagement.
The engaged advisor provides discernment versus advice in which the advisor helps the clients indentify where they want to go.
Successful families of wealth focus on stewarding the 5 “capitals” – human, intellectual, social, spiritual and financial.