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Investment Advisor
October 2008
Olivia Mellan |
Long-Term Losses How can you cut your losses when they keep going on and on?   |
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. |
American Family Physician
March 1, 2002
Vyjeyanthi S. Periyakoil |
Identifying and Managing Preparatory Grief and Depression at the End of Life Preparatory grief is experienced by virtually all patients who are dying and can be facilitated with psychosocial support and counseling... |
American Family Physician
October 1, 2000 |
Grieving: Facing Illness, Death and Other Losses What is grief?... What are the normal feelings of grief?... Symptoms of Grief... What usually happens first?... What happens after the anger wears off?... What is the first sign of relief?... What is the final stage?... How long does grief last?... Tips on dealing with a loss... |
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 |
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
January 2009
Olivia Mellan |
Understanding Overspending Financial advisors Q&As regarding how to discuss spending cutbacks with their clients. |
AskMen.com
Ross Bonander |
4 Steps: Cope With Loss These 4 steps teach you to cope with loss by addressing times during the grieving process when it becomes overwhelming, and also inconvenient. |
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. |
Salon.com
December 6, 2001
Lauren Sandler |
Hearts broken, hands full One brushes his daughter's hair for the first time. Another feeds his infant the breast milk his wife left behind in the freezer. After Sept. 11, they had to replace the irreplaceable women in their lives... |
Financial Advisor
February 2010
David J. Drucker |
Who Cares? When your client of ten years calls to say his wife just died, your response may make or break that relationship. |
Investment Advisor
August 2005
Olivia Mellan |
The Psychology of Advice: Blindsided Help your financial advisory clients keep life's little ambushes in perspective. |
American Family Physician
December 1, 2000 |
Curbside Consultation A Daughter Estranged from Her Dying Father... |
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
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
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. |
Salon.com
August 28, 2002
Susanna Stromberg |
Embracing death A recent study says that parents who hold their stillborn infants may be traumatized by the experience. Yes, the moments I spent with my dying newborn were the most painful of my life -- but they were also the richest. |
Financial Advisor
May 2008
Caren Chesler |
Grieving Spouses In the end, advisors say it's not really their responsibility -- or their right -- to tell grieving clients what to do after the loss of a spouse, no matter how vulnerable they are at this time. |
Investment Advisor
October 2005
Olivia Mellan |
The Psychology of Advice: Family Feud Getting along with others in the workplace is hard enough. It's worse if those problem co-workers, are also family members. Here, a psychotherapist offers help on how to approach these issues. |
Salon.com
November 14, 2000
Garrison Keillor |
Ugly duckling I'm witty and flirtatious on the Internet, but I can't stand the look of disappointment on the faces of the men I've charmed when I meet them... |
Investment Advisor
May 1, 2011
Olivia Mellan |
It's Not Working Retirement is great for some people; for others, not so much |
Investment Advisor
March 2007
Olivia Mellan |
Do You Believe in Magic? When it comes to financial matters, clients may think or act in seemingly irrational ways due to their fear of bad luck, their hopes for good fortune, or a belief that a certain outcome has resulted solely from chance. If you encounter such situations, here are some ideas on how to handle them. |
Salon.com
September 9, 2002
Douglas Cruickshank |
"Normal will never happen again" The author of two books about coping with sudden death talks about the emotional fallout of losing someone without having had a chance to say goodbye. |
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
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. |
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. |
Sports Central
November 28, 2012
Stephen Kerr |
Rockets Head Coach Deals With Tragic Loss As important as sports is in our culture, we often forget the players and coaches we admire or criticize are real people, just like us. They are not superhuman. They have families, and they suffer pain and tragedy, just as we do. |
Investment Advisor
February 2007
Olivia Mellan |
Like Mother, Like Daughter The relationship between daughters and mothers tends to be a complex mix of love and hate. The better you understand this, the more productive your work with women financial advisory clients will be. |
AskMen.com
Eddie Chandler |
How To: Deal With Someone's Death When someone dies, everyone feels their own mortality. Although we aren't as exposed to death as our parents and grandparents are, it's nevertheless important to understand what to say and do when it does happen. |
Psychology Today
Jul/Aug 2006
Marano & Perina |
Tortured Love Linda Carroll's unorthodox relationship with her famous mother and infamous daughter forced her to reevaluate love, loss and the control we have over the people we most want to protect. |
Investment Advisor
August 2007
Olivia Mellan |
Are We Having Fun Yet? Sometimes we forget why we wanted money in the first place. Here's how to help your financial advisory clients enjoy the fruits of their labor. |
AskMen.com
January 14, 2004
Michael Hirsch |
How To: Deal With Your Dog's Death Every guy with a dog has to face this fact. The life span of a dog is a fraction of ours. But nothing out there prepares a man for the loss of his canine companion, until now. |
The Motley Fool
February 10, 2007
Elizabeth Brokamp |
The Sad Side of Inheritance Unexpected windfalls are welcome, but on the heels of a loved one's death, they can also be a huge burden. Take your time making decisions when you're grieving. |
The Family Room
Jimmy Patterson |
No wait, don't go ... please stay When a child's classmate dies. |
Financial Planning
October 1, 2010
Susan Bradley |
Where Widows Go Advisors who can guide someone through one of the most difficult life passages are rare and treasured resources whom widows want to share with every other widow they meet. |
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. |
American Family Physician
July 1, 2000
Michael D. Fetters |
Curbside Consultation Case Scenario: A Daughter Who Won't Let Her Mother Go |
Financial Planning
October 1, 2008
Amy Florian |
Comforting the Bereft Financial planners serving clients after the death of a loved one will be remembered by how they made the clients feel rather than how proficient they were with money. |
Financial Advisor
November 2003
David J. Drucker |
Ethics And The Elderly Serving the elderly puts in play a host of ethical dilemmas for financial planners. |
Salon.com
July 18, 2000
Garrison Keillor |
Lonely guy I'm 23 and I've never been out on a date with a girl. Is it too late for me? |
Salon.com
August 3, 2000
Tracie White |
My second daughter I never saw her alive, but I will miss her for the rest of my life. |
Salon.com
August 21, 2001
Amy Halloran |
Suicide at 16 One mother contemplates the grief -- and guilt -- of another... |
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. |
American Journal of Nursing
April 2010
Mary Curry Narayan |
Culture's Effects on Pain Assessment and Management When patients belong to a culture or speak a language that's different from that of their health care provider, the provider faces additional challenges in successfully assessing and managing the patients' pain. |
Salon.com
July 9, 1999
Kathy Dobie |
All pets go to heaven All pets go to heaven: "They laughed," she says. "But later, the same people were sitting in here crying. You don't know how you're going to feel until it happens to you." |
Investment Advisor
January 2009
James J. Green |
First Responder Advisors are on the front lines of the financial crisis with their clients and colleagues. Olivia Mellan explains how you can stay calm and centered to their benefit, and to yours. |
The Motley Fool
June 30, 2006
Elizabeth Brokamp |
Ask Mrs. Riches: Settling the Score When relationships sour, the emotional and financial fallout can be devastating. Get your financial relationship questions answered here! |
Investment Advisor
December 2006
Mark Tibergien |
Trading Places Succession planning specialists say that only about one out of three family businesses successfully transfer from the first generation to the second. Although family business transfers have not been commonplace among independent financial advisors, this appears to be shifting. |
American Family Physician
March 1, 2002 |
Dying and Preparatory Grief What is preparatory grief?... What happens during this process?... |
