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
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.
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
Expanding Your Planning Practice with Financial Psychology
Financial planning has become about a lot more than helping people retire comfortably. While that may still be a primary… Read More
Financial Fights: How to Help Your Clients Work Through Them
For most of us, the way we discuss money today comes from our parents or guardians and how they were… Read More
Borrowing Techniques from Financial Therapy to Improve Client Outcomes
The CFP Board is adding a new category called “Psychology of Financial Planning” to the list of topics on which… Read More
Aligning Your Financial Planning Practice with Financial Therapy
Have you ever had a client who despite all efforts to implement your recommendations in their financial plan wasn’t sticking… 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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