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
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’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
Helping Clients Find a Deeper Meaning for Their Money
As a financial professional, would your clients be able to answer this question: What is your money for? Financial professionals… Read More
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
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
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