As the scope of financial advice continues to expand into more areas of clients’ lives, financial psychology plays an increasingly… Read More
Financial psychology deals with the complex relationship we all have with money. Financial planners who understand a client’s emotional connection to their money, and the way their relationship to money has developed over time, can deliver greater peace of mind through more impactful, personalized services.
When a couple doesn’t see eye to eye on their finances, or when you have a family office client that… Read More
Every financial planner has encountered resistant clients. Most times, these clients aren’t entirely resistant—there’s one aspect of advice that they’re… Read More
Couples & Clashing Values: A Practical GuideDownload our latest eBook and get practical strategies for navigating money conflict between couples.
There are hundreds of financial advisor designations to choose from. However, one area that has seen an explosion in interest… Read More
Perhaps one of your high-net-worth clients has an adult child who is struggling with a financial crisis. Or you have… Read More
The financial advisor onboarding process sets the tone for the advisor-client relationship. Many would agree it’s crucial in theory, but… Read More
eBook - Candid Conversations: LGBTQ+ Financial PlanningDownload Now
For many couples, taking a close look at finances together is a recipe for stress. Nearly 3 in 4 married… Read More
Money is a major stressor for Americans, and fighting about it has proven to be a predictor of divorce.1,2 Conversely, couples… Read More
One in five couples say money is their biggest relationship challenge, and as a financial therapist, I see how that statistic… Read More