Money is deeply personal—our financial behavior is intimately linked with the perceptions, ideas, attitudes and beliefs we’ve formed around money… Read More
Financial wellness is a positive state of being resulting from a healthy relationship with money and the impact it has on other aspects of life. Financial professionals who understand the way finances are connected with physical, mental, spiritual, and relational health can have a greater impact by improving an individual’s overall wellbeing.
A successful financial planning relationship depends on a planner’s ability to dive deep into a client’s core values. But when… Read More
As a financial professional, you are likely aware of what the media is calling the Great Wealth Transfer—where $84 trillion… Read More
As a financial professional, would your clients be able to answer this question: What is your money for? Financial professionals… Read More
eBook: The New Advisor Value PropositionDownload our latest eBook and learn how top advisors are combining Fintech and FinPsych for superior client outcomes.
A sense of ambiguity about the future and financial stress is taking a toll on our clients’ mental, physical, and relational… Read More
A few years ago, I had a eureka moment that changed the way our firm approached client education. When we… Read More
As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings… Read More
eBook: From Portfolio Manager to Planner - Using the Data You Have to Evolve Your Business and Client RelationshipsDownload Now
During a recent conversation with a friend who is a corporate financial wellness strategist, we got to talking about how… Read More
Before success can be measured, you need to determine what you are trying to achieve. This is true of anything—including… Read More