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Investment Advisor
July 2007
Olivia Mellan |
Therapeutic Finance Once, finance was finance and psychotherapy was psychotherapy. That's different now -- to the benefit of many financial advisors and their clients.   |
Financial Planning
November 1, 2010
Rick Kahler |
What is Financial Therapy, Really? It is a well known fact that therapists and psychologists have historically avoided dealing with money in therapy. By the same token, financial planners have avoided dealing with their clients' emotions during planning sessions. |
Financial Advisor
May 2011
Matt Greco |
High Anxiety Rich and poor are worried about money. A group of financial planners and psychotherapists has formed to discuss issues of common interest. |
Financial Advisor
October 2007
Roy Diliberto |
Planning From The Inside Out Dealing with a client's hard financial data may mean discussing their most intense emotions about money. |
Financial Planning
June 1, 2012
Bob Veres |
Stop Imaginary Planning Our profession's history is a story of mass migration away from, and then back to, what we might call real planning. |
Investment Advisor
April 2009
Olivia Mellan |
The Psychology of Advice: High Anxiety If your heart beats faster when you check the market update, or your throat dries up when you prepare to tell clients about their portfolio, you have what we could call money anxiety. There's a lot of it going around these days. |
Investment Advisor
October 2009
Lewis Schiff |
The Affluentialist: Beyond the Numbers The more intricate the financial and personal lives of clients, the more likely clients will ask for non-financial advice. |
Investment Advisor
January 2006
Olivia Mellan |
The Psychology of Advice: The Silent Generations A huge chunk of our nation's wealth is in the hands of baby boomers' parents. Whether you represent older parents or a grownchild, better intergenerational communication is as important to you as it is to your financial advisory clients. |
Financial Planning
August 1, 2009
Karen Lee |
A Fine Line If we really want to serve our clients, we have to be willing to dig a little deeper. We must be ready to go beyond the facts and numbers, into our clients' psychology about money, to give them a fighting chance at financial success. |
Financial Advisor
April 2010
Roy Diliberto |
Whose Discovery Is It? The questions we ask our clients in our quest to serve them may end up being therapeutic for them. |
Financial Planning
September 28, 2009
Bob Veres |
Scripts from the Past The intersection of money, psychology and financial planning. |
Job Journal
July 25, 2010
Josh Stone |
Physical Therapists Physical therapists have the satisfying job of helping patients make steady progress. |
Financial Planning
January 1, 2005 |
Movers & Shakers 2005 Who is showing the way in the financial planning profession? Here are nine leaders, as determined by votes from readers, judges, and editors of Financial Planning. Guy Cumbie... Roy Diliberto... Elizabeth Jetton... etc. |
Financial Advisor
August 2005
Richard B. Wagner |
"00" Interior Skills Movie villains are obvious. In real life, with real money, villains parade as really, really nice guys. When fiduciary advisors can generate trust and confidence and have superior knowledge, they have genuine power over others--whether or not they deserve it. |
Financial Planning
September 1, 2006
Joan Warner |
Life Planning Goes Mainstream Will baby boomers respond best to asset allocation models that are served up with a dash of soul-searching? Some of the biggest firms are betting on it. |
AskMen.com
Garen Adjemian |
Do You Need A Life Coach? A life coach will help improve your personal and/or professional life by offering support and encouragement while suggesting new ways to achieve your goals. Learn how to pick one that works for you. |
Investment Advisor
March 2008
Olivia Mellan |
The Age of Enlightenment Long-lived but short-sighted, optimistic but anxious, self-centered but altruistic, baby boomers badly need your financial advice. |
Financial Planning
June 1, 2011
Pamela Christensen |
Pre-Planning Advice Today's difficult economy has boosted demand for budget coaching, which means there's a huge underserved population looking for the kind of help not normally found on our profession's service menu. Here's how planners can fill the void. |
Investment Advisor
November 2006
Olivia Mellan |
Thank Goodness By encouraging your financial advisory clients to more deeply savor the blessings they experience, you can help them revitalize their lives. |
Financial Advisor
April 2010
Richard B. Wagner |
Garden Of Knowledge The profession of financial planning needs more words to help people understand it. |
Financial Advisor
April 2007
Roy Diliberto |
Safe Withdrawal Rates--The Magic Bullet? Financial advisors should focus on what clients need to support their lifestyles. |
Financial Planning
December 1, 2012
Bob Veres |
Defining 'Real' Planning: Who Are The Real Financial Planners? If you re not doing the hard work of developing detailed plans for your clients, maybe you need a new job description. |
Investment Advisor
June 2009
Olivia Mellan |
The Psychology of Advice: Getting Your Act Together There is considerable therapeutic value in the ability to 'act as if' you are confident in the midst of a serious setback. |
Financial Planning
May 1, 2007
Ray Sclafani |
Finding Your Inner Coach As your clients approach retirement, they may need guidance on more than their investments. |
Investment Advisor
February 2008
James J. Green |
Visionary George Kinder, financial planner and Buddhist teacher, discusses how life planning and financial planning can come together, fostering a client's economic and spiritual well-being. |
Financial Planning
April 1, 2005
Donald Jay Korn |
2015: What Will It Take To Survive? Four one-on-one interviews answer the most pressing question regarding a successful future in the financial planning business. |
Financial Advisor
April 2005
Richard B. Wagner |
There Is Nothing `Soft' About It What we do as financial advisors requires us to confront clients' deepest fears. |
Financial Advisor
June 2008
John E. Grable |
The Engineer, Professor And Planner The allegory that follows is presented to all practicing financial planners in the hope of furthering the discussion of professionalism in the industry. |
Investment Advisor
May 2006
Angie Herbers |
The Fast Track: Ulterior Motives What young financial planners need is the opportunity to discuss their ideas, challenges, frustrations, and goals with someone who is willing to listen. |
Investment Advisor
September 2007
James E. Kearney |
No Rest for the Planning Industry It's important for the profession to take a three-pronged approach to financial literacy: advancing the profession; educating the public; and growing planners for the future. |
AskMen.com
January 28, 2003
William Glass |
Do You Need Therapy? There is no shame in visiting a therapist. The desire to seek help does not mean that you are crazy, nor that you have a major problem. It is just a way to help yourself get out of a rut. Think of it as a workout for the mind. |
Financial Advisor
December 2009
Richard B. Wagner |
We Need Better Words ... Financial planners' words need to address the relationship between money and the other important aspects of our lives. |
Registered Rep.
March 1, 2003
Anne Field |
Shining a Light on Client Dreams Call it financial planning with a therapeutic edge -- life planners help clients save for non-traditional and sometimes deeply personal goals. Life planning could be the ultimate in value-added financial advisory service. |
