The Role Client History Plays in Creating Strong Financial Planning Relationships
Growing up, everyone in my family changed their own motor oil. We’d purchase Quaker State—my dad’s preferred brand—and a few… 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.
The Value of Emotional Intelligence in Financial Planning Relationships
With the CFP Board implementing the new Psychology of Financial Planning Principle Financial knowledge topic, the financial services industry is… Read More
Understanding the CFP Board’s New Psychology Requirement
We all know that time doesn’t stand still. The same is true for the financial planning profession, which continues to… Read More
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
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: 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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