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Heart of Advice

Insights and best practices for successful financial planning engagement

Financial Psychology

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.

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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

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Advisor and client talking about values around table and laptop

4 Tips for Advisors to Start Uncovering Client Values

A successful financial planning relationship depends on a planner’s ability to dive deep into a client’s core values. But when… Read More

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Helping Financial Planning Clients Believe in Themselves

How often have you worked with a client and provided a great financial plan, based on a thorough analysis of… Read More

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Make Listening Your Value Proposition

Listening is important in understanding clients, developing trusting relationships with them, and helping them plan for their financial future. It’s… Read More

eBook: The New Advisor Value Proposition

Download our latest eBook and learn how top advisors are combining Fintech and FinPsych for superior client outcomes.

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Giving Thanks: 3 Gratitude Exercises Advisors Can Use to Elevate Well-being

Want to show your clients you care about their wellness? Help them strengthen their most important relationships. One of the… Read More

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Research Reveals Tools and Tactics That Drive Personalization in Financial Planning

Last year eMoney conducted research to learn more about where advisors and their clients stood on how they define financial… Read More

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How Top Advisors Are Combining Financial Psychology and Technology

For today’s financial planner, delivering a plan is table stakes, and providing a personalized planning experience is no longer just… Read More

eBook: From Portfolio Manager to Planner - Using the Data You Have to Evolve Your Business and Client Relationships

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Estate Planning Studies Show 3 Blind Spots Advisors Can Address

An overwhelming majority of clients (93 percent) want estate planning advice from advisors, yet only 22 percent are getting it. Read More

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Taking a More Personal Approach to Planning

Our clients have high expectations of us as financial planners. But we also have high expectations of our clients—one of… Read More

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What Financial Planners and Expert Negotiators Have in Common

When a couple doesn’t see eye to eye on their finances, or when you have a family office client that… Read More

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From Client Resistance to Action: The Psychology of Client Motivation

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

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eBook: The New Advisor Value Proposition

Download our latest eBook and learn how top advisors are combining Fintech and FinPsych for superior client outcomes.

Download Now
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