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.
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
Using Financial Psychology to Improve Financial Planning
It’s an exciting time to be a financial planner. The addition of the psychology of financial planning to the CFP®… Read More
Finding the Financial Wellness Benefits Sweet Spot
When I teach my continuing education fiduciary governance course at the University of Chicago, one of the first questions I… Read More
The Role of Financial Psychology in Financial Planning Today
As the scope of financial advice continues to expand into more areas of clients’ lives, financial psychology plays an increasingly… Read More
The Experiences at the Root of How Couples Deal with Money
In every relationship, communication is key. But all too often, couples are not open with each other about their finances. Read More
Physical, Mental, and Financial Health: How Do All Three Contribute to Wellness?
One of the ways Merriam-Webster defines the word cycle is a course or series of events or operations that recur regularly and… Read More
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