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
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.
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
Using Financial Psychology for LGBTQ+ Inclusivity in Your Practice
Thanks to the legalization of same-sex marriage in 2015 and other more recent anti-discrimination protections, there are many ways that… Read More
4 Ways to Make Clients More Comfortable Talking About Money
Every financial planning professional has their own version of onboarding, whether it’s a face-to-face consultation or gathering client information and… Read More
3 Financial Counseling Skills for Financial Planners
Having a basic understanding of the psychology of financial planning can help you build open, trusting, and transparent relationships that… Read More
Love and Money in Relationships: Helping Partners Improve Financial Transparency
Money has been a top stressor for Americans for the past decade. This financial stress has a tendency to permeate… Read More
Best Practices for Introducing Financial Therapy to Clients in Need
My own financial journey led me to a fascinating and fulfilling career as a marriage and family therapist specializing in… Read More
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