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
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DAF Before QCD? A Charitable Giving Strategies Q&A with Dr. James
When it comes to charitable giving, cash is not king. If you have a client who’s making cash donations, and… Read More
Advisor Self Reflection Is Key to Understanding Money Biases
As a financial professional, how comfortable are you with being on the receiving end of financial advice? How comfortable would… Read More
Translating Client Dreams to Planning Goals
When asked about your financial goals, do you have a ready answer? And if you do, how detailed is that… Read More
Top Estate Planning Resources for Financial Planners
It turns out that nearly a third of Americans would rather do anything else than create a will.1 Even after… Read More
3 Ways to Weave Gratitude into Your Financial Planning Practice
For investors, volatile markets often highlight an unfortunate quirk of the human brain: We fixate on the negative. Our tendency… Read More
The Value of Interactive Financial Planning: Engaging Clients on What Matters Most
Financial professionals are forever searching for better ways to serve clients and grow their businesses. Our research shows that advisors who adopt… Read More
3 Celebrity Estate Planning Slipups Clients Can Learn From
“It has been a long six years,” Prince’s lawyer L. Londell McMillan said in a 2022 hearing. That occasion marked… Read More
Cultural Humility in Financial Planning
Amidst the increase in social unrest here and abroad, there’s a tenet of financial psychology that has become especially relevant… Read More
Financial Planning for the Retirement Transition
Periods of our lives are often categorized into phases. As we move through life, change is inevitable, but that doesn’t… Read More
