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
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.
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
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
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
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
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
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
10 Financial Psychology Certificates and Designations for Advisors
There are hundreds of financial advisor designations to choose from. However, one area that has seen an explosion in interest… Read More
What’s a Financial Counselor and How Can They Help Advisors?
Perhaps one of your high-net-worth clients has an adult child who is struggling with a financial crisis. Or you have… Read More
Advisors Share 5 Ideas to Make Onboarding More Inclusive
The financial advisor onboarding process sets the tone for the advisor-client relationship. Many would agree it’s crucial in theory, but… Read More
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