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.
A successful financial planning relationship depends on a planner’s ability to dive deep into a client’s core values. But when… Read More
How often have you worked with a client and provided a great financial plan, based on a thorough analysis of… Read More
eBook: The New Advisor Value PropositionDownload our latest eBook and learn how top advisors are combining Fintech and FinPsych for superior client outcomes.
Want to show your clients you care about their wellness? Help them strengthen their most important relationships. One of the… Read More
Last year eMoney conducted research to learn more about where advisors and their clients stood on how they define financial… Read More
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 RelationshipsDownload Now
An overwhelming majority of clients (93 percent) want estate planning advice from advisors, yet only 22 percent are getting it. Read More
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