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
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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
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
Financial Planning Research Roundup: October 2022
In this month’s research roundup, we see cryptocurrency and environmental, social, and governance (ESG) investing are experiencing massive growth in… Read More
Top Tips for Deciding Whether to Go Independent as a Financial Advisor
The pandemic led many to rethink where, how, and why they work—including financial professionals. If you’re among them and thinking… 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
10 Questions to Help Clients Navigate Estate Planning
Estate planning: for financial planners, it’s complicated. If you’ve been wondering what estate planning questions to ask clients, you’re not… Read More
