Conflict Resolution in Financial Planning
There’s no denying that couples argue about money. As a financial professional helping couples plan for the future, you have… 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.
Advisor Self Reflection Is Key to Understanding Money Biases
As a financial professional, how comfortable are you with being on the receiving end of financial advice? How comfortable would… Read More
3 Ways to Weave Gratitude into Your Financial Planning Practice
For investors, volatile markets often highlight an unfortunate quirk of the human brain: We fixate on the negative. Our tendency… Read More
Cultural Humility in Financial Planning
Amidst the increase in social unrest here and abroad, there’s a tenet of financial psychology that has become especially relevant… Read More
Nudging Financial Planning Clients in the Right Direction
You deliver a financial planning recommendation to a client—updating an outdated estate plan, for example—and months later you’re still waiting… Read More
Using Financial Psychology to Improve Financial Planning
It’s an exciting time to be a financial planner. The addition of the psychology of financial planning to the CFP®… Read More
How to Talk About Lifestyle Creep with Clients
Understanding your clients’ wants and needs for their lifestyle is a critical part of delivering accurate financial guidance. Clients generally… Read More
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
The Experiences at the Root of How Couples Deal with Money
In every relationship, communication is key. But all too often, couples are not open with each other about their finances. Read More
Moving Clients to Action with Motivational Interviewing
Gathering client data, creating a holistic plan, making recommendations—you think you’ve done everything necessary to set your clients up for… 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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