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Heart of Advice

Insights and best practices for successful financial planning engagement

gratitude and financial planning

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

Financial advisor and client gathering financial facts

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

estate planning disasters

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

African American couple Meets with white financial advisor

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

Couple enjoying retirement

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

Financial advisor introducing herself to an employer

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 papers

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

Female financial advisor contemplating independence

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

Employer reviews employee financial wellness data

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

Estate planning for financial planners

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


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