Psychology for Planners: How to Engage with Clients’ Financial Behavior
Money is deeply personal—our financial behavior is intimately linked with the perceptions, ideas, attitudes and beliefs we’ve formed around money… Read More
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Financial Wellness
Financial wellness is a positive state of being resulting from a healthy relationship with money and the impact it has on other aspects of life. Financial professionals who understand the way finances are connected with physical, mental, spiritual, and relational health can have a greater impact by improving an individual’s overall wellbeing.
Helping Clients Find a Deeper Meaning for Their Money
As a financial professional, would your clients be able to answer this question: What is your money for? Financial professionals… Read More
Financial Advisors Help Clients Cope During Times of Financial Stress
A sense of ambiguity about the future and financial stress is taking a toll on our clients’ mental, physical, and relational… Read More
Pro Tips for Using Client Education to Boost Financial Planning
A few years ago, I had a eureka moment that changed the way our firm approached client education. When we… Read More
Incorporating the Financial Planning Hierarchy of Needs to Achieve Holistic Financial Planning
As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings… Read More
Conflict Resolution in Financial Planning
There’s no denying that couples argue about money. As a financial professional helping couples plan for the future, you have… Read More
Marketing Your Financial Wellness Expertise to Employers
During a recent conversation with a friend who is a corporate financial wellness strategist, we got to talking about how… Read More
Measuring the Success of Employee Financial Wellness Efforts
Before success can be measured, you need to determine what you are trying to achieve. This is true of anything—including… Read More
What Is Financial Wellness?
As a financial professional, your understanding of the concept of financial wellness is critical to helping your clients achieve it. Read More
Using Data to Optimize Employee Financial Wellness
Employers are increasingly interested in financial wellness programs—and the expertise retirement advisors have to offer. Combining that expertise with data provides… Read More
Defining the Retirement Advisor’s Role in Employee Financial Wellness
If you follow the employee benefits industry, then you’ve likely been reading a lot about how employers are upping their… Read More
How Does Your Client Experience Stack Up? Take the Assessment!
Only 26% of financial planners say their clients are highly engaged and motivated. Take this self-assessment to see how your client experience compares!
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