Best Practices for Introducing Financial Therapy to Clients in Need
My own financial journey led me to a fascinating and fulfilling career as a marriage and family therapist specializing in… 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.
Expanding Your Planning Practice with Financial Psychology
Financial planning has become about a lot more than helping people retire comfortably. While that may still be a primary… Read More
Financial Fights: How to Help Your Clients Work Through Them
For most of us, the way we discuss money today comes from our parents or guardians and how they were… Read More
Borrowing Techniques from Financial Therapy to Improve Client Outcomes
The CFP Board is adding a new category called “Psychology of Financial Planning” to the list of topics on which… Read More
Your Clients Want to Talk About Financial Wellness
As a financial professional who studies and promotes financial wellness as a means to attain overall well-being, it comes as no surprise… Read More
Aligning Your Financial Planning Practice with Financial Therapy
Have you ever had a client who despite all efforts to implement your recommendations in their financial plan wasn’t sticking… Read More
Can Technology Make Client Conversations More Human?
Technology has given people more ways to connect than ever before. In the financial services industry, it improves the customer… Read More
A Brief History of Financial Literacy and Its Importance Today
Preparing for the future is what financial planning is all about. Helping clients achieve their goals and dreams is how… Read More
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
The Financial Wellness Opportunity for Financial Professionals
In the spring of 2021 Fidelity conducted its annual Investor Insights Study which screened nearly 2,000 investors across a wide… 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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