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
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.
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
Financial Stress in Marriage: 4 Ways to Make Money Talks Less Difficult
For many couples, taking a close look at finances together is a recipe for stress. Nearly 3 in 4 married… Read More
6 Values Exercises to Enhance Financial Planning for Couples
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
Couples’ Biggest Money Hangups and How a Financial Therapist Can Help
One in five couples say money is their biggest relationship challenge, and as a financial therapist, I see how that statistic… Read More
Master the Family Meeting for Estate Planning Success
Amid the Great Wealth Transfer, with $84 trillion set to be passed between generations in the next two decades1, there’s… Read More
eBook: Candid Conversations - Suddenly Single
Download our latest eBook for thoughtful guidance on how to serve clients who have recently lost a spouse or divorced.
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