Emotional Intelligence in Financial Planning

Originally Posted in The Globe & Mail

Featuring Julia Chung
March 4, 2026

Julia chatted with Rita Silvan from The Globe and Mail about the role of emotional intelligence in wealth management and how connecting with clients as individuals leads to better outcomes.

“As an advisor, I need to understand what’s important to my client as a person. Then I can navigate their finances.”

– Julia Chung

Read the full article here.

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