Name: Why Advisors Need to Discuss More Than Just Money With Clients
Uploaded: 2025-03-04T15:29:00Z
Duration: 1 min 8 s
Description: Conversations that go above and beyond dollars and cents are important, says Jill Williams, an Ameriprise private wealth advisor and CEO of Nexus Wealth Management. “What do you love? What are you great at? Who is in your network?”

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Conversations that go above and beyond dollars and cents are important, says Jill Williams, an Ameriprise private wealth advisor and CEO of Nexus Wealth Management. “What do you love? What are you great at? Who is in your network?”

https://m.wsj.net/video/20250304/c48559f0-98dd-4f2a-a62b-c740e3e63021/2/hls/manifest-hd-wifi.m3u8

Why Advisors Need to Discuss More Than Just Money With Clients

We are having conversations around the question that gets raised in "A Chorus Line," one of the shows that I did, which is, what would you do if you couldn't dance? So I think as an advisor being able to have these conversations that are about more than just a balance sheet and cash flow and all of the considerations that come into play as it pertains to financial security, it's really understanding what do you love? What are you great at? Where do you have access to resources? And who is your network? What would you do if you couldn't do this? And how are we best prepared for that uncertainty? So it's quantifying their data, guiding them through that process of comprehensive financial planning and understanding what, you know, worst case scenario looks like and how they're gonna navigate it.

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