Traditional number-crunching fails to address the anxiety and personal aspects of retirement. That’s why we’re emphasizing the importance of emotional intelligence in financial planning. 

Ryan Poterack makes a compelling case for emotional intelligence as a crucial element in effective retirement planning. This episode also covers PCA’s unique client intake process, the importance of matching clients with advisors who resonate with their personal story, and why EQ can ease the anxiety of retirement. 

Episode discussion points include:

• How emotional intelligence plays a key role in effective financial planning
• PCA’s client intake process focusing on ensuring a perfect match between client and advisor
• Personalized financial planning significantly reducing pre-retirement anxiety
• The value of empathy and understanding in building a long-term financial advisory relationship
• And more

Resources:

• “Making it Count: Life Isn’t Lived On a Spreadsheet” by Ryan Poterack

Connect with Ryan Poterack: 

• LinkedIn: Ryan Poterack

Connect with Poterack Capital Advisory: 

• Poterack Capital Advisory
• Meet the team at Poterack Capital Advisory
• LinkedIn: Poterack Capital Advisory
• Facebook: Poterack Capital Advisory
• X (formerly Twitter): Poterack Capital Advisory
• 704-366-5776

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