Exploring Financial Therapy to Master the Emotions of Money
We can’t delve very far into the subject of financial well-being, without exploring how money impacts our clients emotionally. And… 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.
Psychology for Planners: How to Engage with Clients’ Financial Behavior
Money is deeply personal—our financial behavior is intimately linked with the perceptions, ideas, attitudes and beliefs we’ve formed around money… Read More
eBook: The New Advisor Value Proposition
Download our latest eBook and learn how top advisors are combining Fintech and FinPsych for superior client outcomes.
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