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
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.
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
Taking a Modular Approach to Financial Planning
Put yourself in your client’s shoes. You’ve just engaged a financial advisor—for the first time—and while the prospect of getting… Read More
When Is Financial Wellness Not Just About Finances?
Clients and financial professionals alike are often striving for the same thing—the achievement of financial wellness for the client. And… Read More
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
4 Ways for Financial Planners to Appeal to DIY Investors
Nothing has accelerated the reshaping of the investment industry quite like the recent pandemic. The business has been transformed from… Read More
Finding Purpose: Financial Planning to Ensure Alignment with What Your Clients Value
While the day-to-day uncertainty we all felt early in the pandemic may be behind us, we’re just starting to see… Read More
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