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Investment Advisor
May 2008
Olivia Mellan |
Quittin' Time? How a financial advisor should respond to various situations faced by clients contemplating retirement: Fear of boredom... Couple with conflicting retirement dreams... Couple with a large age difference... Need to support parents... etc.   |
Investment Advisor
January 2010
Olivia Mellan |
The Psychology of Advice: The Gift to Be Simple If you or any of your clients are mulling over how to create a simpler lifestyle, these comments may help. |
Investment Advisor
May 1, 2011
Olivia Mellan |
It's Not Working Retirement is great for some people; for others, not so much |
Investment Advisor
August 2005
Olivia Mellan |
The Psychology of Advice: Blindsided Help your financial advisory clients keep life's little ambushes in perspective. |
Investment Advisor
January 2009
Olivia Mellan |
Understanding Overspending Financial advisors Q&As regarding how to discuss spending cutbacks with their clients. |
Investment Advisor
December 2005
Olivia Mellan |
The Psychology of Advice: Under the Affluence When financial advisory clients come to you wondering what they should do with their money, help them identify the values and goals that are most important to them. Explore their feelings and desires on the deepest level, so you can help them move from fantasies to goals that are grounded in reality. |
Investment Advisor
December 2009
Olivia Mellan |
The Psychology of Advice: A Time Forgiving More than just a time for giving, the holidays can be a time for forgiving. Here are some ways you might apply this philosophy to situations that crop up in your practice around this time of year. |
Investment Advisor
January 2007 |
Retiring "Retirement" "Retiring" is a word, and concept, that's outlived its usefulness. Here are ways financial advisors can help clients entering their "third age" navigate this passage with optimism and fortitude. |
Investment Advisor
December 2006
Olivia Mellan |
Gone, but Not Forgotten When clients are contemplating the kind of legacy they want to pass on to their family, to society, or to a certain charitable cause, consider helping them to take stock of their deeply cherished values, beliefs, and life goals before they focus on the financial aspects of legacy transfer. |
Investment Advisor
October 2008
Olivia Mellan |
Long-Term Losses How can you cut your losses when they keep going on and on? |
Investment Advisor
June 2007
Olivia Mellan |
Turn, Turn, Turn Even when life's changes are good, coping with them can be daunting for you and your financial advisory clients. Here are some examples to help guide you in easing your clients' transition to new ways of life. |
Investment Advisor
March 2010
Olivia Mellan |
Letting Go It's hard to accept loss or change and move on into something new, different, and unknown. This issue becomes central to advisors whose clients are moving into their Third Age, that of retirement. |
Investment Advisor
February 2010
Olivia Mellan |
The Psychology of Advice: Resolution Trust This column is dedicated to everyone who struggles with feelings of having broken their own resolutions and betrayed the trust of others. |
Investment Advisor
July 2006
Olivia Mellan |
The Psychology of Advice: Unreal Estate With real estate prices having set new records in many areas of the country, clients' attitudes toward real property may lead to emotionally loaded financial questions or disputes that end up in your lap. Here are some ways you might approach helping clients sort out their options. |
Financial Advisor
June 2011
Roy Diliberto |
Reconciling Couples' Money Differences While financial life planners are not trained as therapists and shouldn't attempt to solve marital problems, it is also true that most of our clients are not having relationship problems, but may be having significant issues about money. |
Investment Advisor
October 2009
Olivia Mellan |
Give and Take Lately, many clients who want to share their wealth are finding they may not have enough of it left. A look at the state of charitable giving, and how advisors should deal with those in a state over having their philanthropic dreams dashed. |
Investment Advisor
April 1, 2011
Olivia Mellan |
And the Pass Is Incomplete Baby boomers are scheduled to inherit $8.4 trillion from their parents -- but don't expect it all to go smoothly |
Salon.com
November 28, 2000
Garrison Keillor |
No place like home I love my family dearly, but do I have to spend holidays with them when they're all alcoholics, coke addicts, adulterers and screamers? |
Investment Advisor
October 2006
Olivia Mellan |
Nothing but Fear Itself When clients are grappling with psychological fears that exceed their tolerance level, financial advisors may be able to help them calm down and deal with their hobgoblins in a more rational way. Here, for example, are ideas on how to handle a number of scary situations. |
Investment Advisor
January 2006
Olivia Mellan |
The Psychology of Advice: I Me Mine Problems can arise when you have financial advisory clients who insist on putting themselves first. Here's how to emotionally help these people broaden their perspective. |
Investment Advisor
December 2007
Olivia Mellan |
The Mourning After If you or one of your financial advisory clients is struggling to cope with grief, now or at any other season of the year, the advice that follows may help ease the pain. |
Salon.com
February 13, 2001
Garrison Keillor |
My boyfriend reminds me of my mother He's trustworthy, loving and completely dedicated to me, but lately my carnal feelings have been directed elsewhere... etc. |
BusinessWeek
March 29, 2004 |
Ann Fudge on Making Choices The Young & Rubicam CEO talks about the benefits of stepping away from work and how her priorities changed because of it |
Investment Advisor
March 2009
Olivia Mellan |
Power Couple Baby boomers are reaching retirement age, but that doesn't mean they and their spouses will be in sync about how to spend their time -- or their money. It's an advisors role to help guide them through this. |
Financial Advisor
August 2007
Roy Diliberto |
The Purpose Of Money Financial life planners help clients find a purpose for their money. And that is significantly different than asking clients what their goals are. |
Salon.com
February 27, 2001
Garrison Keillor |
Lifeline My friend is too dependent on me and I can't get her to seek help for her violent mood swings. What to do? |
Investment Advisor
January 2008
Olivia Mellan |
Splitting Heirs When parents and children are involved in divorce-related issues, it will be difficult (if not impossible) for an investment advisor to recommend financial strategies if they are still nursing unresolved wounds, anger, feelings of betrayal, or a thirst for revenge. |
Investment Advisor
May 2006
Olivia Mellan |
The Psychology of Advice: Toxic Friends From a psychological standpoint, here's what investment advisers can do when clients' pals provide risky investment tips. |
The Motley Fool
April 27, 2006
Elizabeth Brokamp |
Ask Mrs. Riches: A Matter of Pride Would you be offended if someone gave you money? Mrs. Riches answers. |
Salon.com
September 5, 2000
Garrison Keillor |
The one and only He's my true love, but he's married. Is there just one perfect person in the world for everyone?... I am cheap. Am I without class or just following my own drummer?... What to do about a formerly suicidal lover?... My husband wants kids but I don't... |
Psychology Today
Nov/Dec 2008
Rebecca Webber |
In Sickness and In Health Before you say, "I do," scrutinize your lover's drinking habits. Or eating patterns. Your choice of romantic partner helps determine how healthy - -or how sick -- you'll be. |
BusinessWeek
November 6, 2006
Kerry Sulkowicz |
Talking Shop Till You Drop Spouse continues the office politics dialogue at home... Boss enters without knocking... |
Investment Advisor
August 2006
Olivia Mellan |
The Psychology of Advice: That Good Old College Try Here's how to help financial advisory clients deal with college planning anxiety. |
AskMen.com
December 10, 2002
Harry Marks |
Tips For The Solo Traveler When it comes to traveling, sometimes taking a journey alone can be great. Of course, there are some potential troubles you could encounter if you are not cautious. So in order to make your lone trip one to remember, here's how you can properly prepare for it and take off with confidence. |
Financial Planning
September 1, 2011
Miriam Rozen |
Back in the Game When a spouse changes direction, a planner can help the other spouse respond realistically. |
Investment Advisor
March 2006
Olivia Mellan |
The Psychology of Advice: Tax Evasiveness Taxes are what we pay for civilized society, said Justice Holmes. But how can you handle financial advisory clients who don't want to pay? Here some situations and how to handle them. |
ifeminists
February 8, 2006
Leving & Sacks |
The Rise in 'Gray Divorce': It's Always Hubby's Fault In both the U.S. and Japan, divorce among older couples is on the rise. There are various explanations for the trend but media commentators agree on one thing -- when the husband divorces his wife, it's hubby's fault. When the wife divorces her husband, well, it's hubby's fault too. |
Salon.com
February 20, 2001
Garrison Keillor |
Living a lie After 20 years of marriage my wife still thinks I graduated from Harvard, and I never even finished school. How can I tell her the truth now? |
The Motley Fool
February 23, 2007
Elizabeth Brokamp |
Ask Mrs. Riches: Spending Without Consent How much is too much to spend without your spouse's OK? Get your financial relationship questions answered here! |
Registered Rep.
September 22, 2010
Kevin McKinley |
Maximizing Social Security Although the majority of your clients may not fit exactly into this stereotype, here's how you can help maximize Social Security income for a couple who filled "traditional" roles during the years before retirement. |
Investment Advisor
June 2008
Olivia Mellan |
Pants on Fire Because a lack of truthfulness can sabotage your clients' financial plans, as well as their relationships with each other and with you, it's worth examining why people lie and how you can foster more honesty in your practice. |
Outside
October 2009
Eric Hansen |
Never, Ever Let Her Go On a trip overseas. Alone. Especially to Africa. |
American Family Physician
November 1, 2000
Forrest Lang |
Curbside Consultation A Doctor Who Is Blamed for a Patient's Condition... |
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. |
The Motley Fool
February 15, 2006
Elizabeth Brokamp |
Ask Mrs. Riches: For Love or Money Do money issues with your honey have you hot and bothered? Get your financial relationship questions answered here! |
Salon.com
July 25, 2000
Garrison Keillor |
Getting over losing you My husband left me for the suicidal folk singer/welfare mother down the street. I know I should miss him, but I really don't. |
Investment Advisor
April 2010
Olivia Mellan |
Why Women Should Take the Wheel Because women live an average of six years longer than their male counterparts, they are much more likely to get to control the money eventually by themselves. |
Financial Advisor
April 2010
Andrew Gluck |
Special Trip Family retreats may be a good way to explore the complexities of your wealthiest clients, says this consultant. |
ifeminists
May 17, 2006
Jennifer Roback Morse |
Sleeping in the Basement A defender of marriage responds to a reader's comment that it is hard to stay in a marriage in when the woman makes the man feel his only worth is in fathering children and paying the bills. |
Registered Rep.
March 1, 2005
Anne Field |
The Psychology of Money Most reps view themselves as some combination of stockpicker, number cruncher, relationship builder and financial advisor. But it's increasingly helpful to throw a dash of psychological expertise into the mix. |
