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
Financial Wellness
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.
Financial Advisors Help Clients Cope During Times of Financial Stress
A sense of ambiguity about the future and financial stress is taking a toll on our clients’ mental, physical, and relational… Read More
Pro Tips for Using Client Education to Boost Financial Planning
A few years ago, I had a eureka moment that changed the way our firm approached client education. When we… Read More
Incorporating the Financial Planning Hierarchy of Needs to Achieve Holistic Financial Planning
As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings… 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
What Is Financial Wellness?
As a financial professional, your understanding of the concept of financial wellness is critical to helping your clients achieve it. Read More
Using Financial Psychology to Improve Financial Planning
It’s an exciting time to be a financial planner. The addition of the psychology of financial planning to the CFP®… Read More
The Role of Financial Psychology in Financial Planning Today
As the scope of financial advice continues to expand into more areas of clients’ lives, financial psychology plays an increasingly… Read More
The Experiences at the Root of How Couples Deal with Money
In every relationship, communication is key. But all too often, couples are not open with each other about their finances. Read More
Physical, Mental, and Financial Health: How Do All Three Contribute to Wellness?
One of the ways Merriam-Webster defines the word cycle is a course or series of events or operations that recur regularly and… Read More
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