Name: Advisors Should Share ‘Multiple Versions of Reality’ With Clients
Uploaded: 2026-01-27T17:00:00Z
Duration: 2 min 2 s
Description: Anthea Tjuanakis Cox, Morgan Stanley’s head of financial planning, says that when providing financial planning, advisors should offer multiple scenarios to reduce client anxiety and ensure that all parties involved feel seen.

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Anthea Tjuanakis Cox, Morgan Stanley’s head of financial planning, says that when providing financial planning, advisors should offer multiple scenarios to reduce client anxiety and ensure that all parties involved feel seen.

https://m.wsj.net/video/20260127/ffcd128f-79e9-4cdc-b902-43c7667db536/1/hls/manifest-hd-wifi.m3u8

Advisors Should Share ‘Multiple Versions of Reality’ With Clients

And to really, I mean, it seems like there clearly is not a one size fits all approach here. I mean, especially given all the moving parts, you really have to drill down and be specific to the extent possible with each input and desire of the client. Like, they might say, what is non-negotiable? I will not do A, B, and C. I'm flexible at this, this is ideal. So just I guess getting a sense of all of the inputs will give you that better outcome ultimately.

Well, I think, and I would expand on that, which is again, if you think about, let's say a planning tool which tries to do that holistic holding of people's desires, their needs, what's essential, what's not essential, and what's aspiration? I think it puts, for me, it puts a greater emphasis on actually not a single base case, but the importance of the scenarios.

Right, and the likelihood of scenarios, right? The odds, yeah.

For two reasons. One, we actually, in a point of time in which if someone's gonna tell me they can predict the future, that actually would reduce a lot of credibility. That's absurd, right?

Yeah, guaranteed 20% there.

Yeah, exactly, like you have no idea what it's gonna mean for me as an individual, you know? And so we can't do that. And also more importantly, there are multiple people at the table, could be multiple generations. And so the ability to reflect back to clients, multiple versions of reality, I think that's really important.

Yeah.

From two levels. One, indicating that we might not know the future, but we can plan for multiple versions of it. And probably in most of those, you'll be okay. And this third one, we will have time if it's trending that direction to change our tactics, I think that dramatically reduces anxiety. And the second thing that I think doesn't happen as well as it should, is that the reality is there are probably multiple people at the table who have multiple beliefs on what the future will bring.

Yes.

And if you're only showing one version of reality, someone feels alienated, someone doesn't feel seen, and that is someone who is leaning out of the relationship, not in.