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Investment Advisor
November 2007
Olivia Mellan |
Stressing for Success Tension, pressure, and pain -- just another day in the life of an advisor, however, the better you get at managing your own stress, the better you'll be able to help your clients when life throws them for a loop.   |
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
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. |
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 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
May 2009
Olivia Mellan |
The Psychology of Advice: The Madding Crowd If you're having difficulty managing versions of controlled panic in your clients (or yourself), take note of the situations. |
Investment Advisor
October 2008
Olivia Mellan |
Long-Term Losses How can you cut your losses when they keep going on and on? |
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
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. |
Reason
September 2005
Satel & Sommers |
The Mental Health Crisis That Wasn't How the trauma industry exploited 9/11. |
Investment Advisor
January 2009
Olivia Mellan |
Understanding Overspending Financial advisors Q&As regarding how to discuss spending cutbacks with their clients. |
Financial Planning
July 1, 2009
Amy Florian |
Are You Okay? In the midst of the pain of the past year, advisors still feel optimism and hope. At a recent conference advisors spoke of sharpening their skills and improving client communications. |
Investment Advisor
May 1, 2011
Olivia Mellan |
It's Not Working Retirement is great for some people; for others, not so much |
Job Journal
June 6, 2004
Carole Kanchier |
Career Pros: When Unemployment Hits Home Helping an unemployed spouse is a delicate dilemma. |
Psychology Today
Mar/Apr 2009
Kathleen McGowan |
Good Morning, Heartache Depression is a daily reality against which millions struggle. Many have found a variety of strategies to help them not just survive, but thrive. |
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
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
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. |
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. |
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. |
Reason
October 2005
Maia Szalavitz |
In Defense of Happy Pills While psychotherapy validated by research has its place, there is no convincing reason why it should be considered inherently superior to drugs. Pleasure can be just as important for emotional recovery and growth as pain, if not more so. |
AskMen.com
August 27, 2002
Dario Palombi |
Is Anxiety Ruining Your Life? You may not realize it now, but the fact that you spend the majority of your day in a state of mental distress may suggest that you are on your way to a severe mental collapse, and it will only get worse if left untreated. |
American Family Physician
October 15, 2006 |
Stress: How to Cope with Life's Challenges A patient guide: What causes stress?... What things may be stressful?... Possible Signs of Stress... Can stress hurt my health?... What can I do to lower my stress?... |
Salon.com
October 4, 2001
Lauren Sandler |
The trauma to come A city reels -- and braces for the psychic fallout of its monstrous ordeal... |
Investment Advisor
September 2006
Olivia Mellan |
Five Years After Five years after 9/11, it's time to ask yourself some searching questions about how this day and its aftermath affected you as a financial advisor. Encourage your clients to do the same. |
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. |
Nursing
April 2008
Kathryn Murphy |
Shedding the burden of depression & anxiety Learn about types of depression and available treatments. |
Psychology Today
Jul/Aug 2007
A.J.S. Rayl |
The High Price of a Broken Heart The heart is the honorary seat of emotion -- and no wonder. Experience, mood, temperament, and thought style can profoundly alter the ticker. Dispatches from the hidden superhighway between heart and mind. |
Investment Advisor
February 2009
Olivia Mellan |
The Uncertainty Principle With all the economic, financial, and global turmoil right now, uncertainty is sure to be rife among your clients. If you're laboring to cope with this stress in them, and in yourself and your co-workers, read on for some possible answers. |
AskMen.com
March 27, 2001
Vatche Bartekian |
Dealing With Everyday Problems I'm here to tell you that those pesky everyday problems of yours don't have to overtake your life. It's time to take control of your manhood and start taking control of your life... |
American Family Physician
November 15, 2000 |
Stress: Helping Your Family Cope with Life's Challenges Hazards and causes of stress, symptoms, and what you can do about it. |
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. |
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. |
Job Journal
July 25, 2010
Josh Stone |
Physical Therapists Physical therapists have the satisfying job of helping patients make steady progress. |
American Family Physician
March 1, 2002 |
Dying and Preparatory Grief What is preparatory grief?... What happens during this process?... |
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... |
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. |
AskMen.com
Jasper Anson |
Anxiety Disorders In the United States alone, there are more than 40 million Americans who are suffering from some form of anxiety disorder. Here are some of the most common disorders and a few specific treatment options. |
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 Family Physician
February 15, 2005 |
Panic Attacks A patient bulletin describing the disorder and how to find help with treatment and diagnosis. |
Investment Advisor
May 2007
Olivia Mellan |
Standing Out When every other financial advisor is trumpeting their own virtues, how can you blow your own horn and get heard? |
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
Kristen Armstrong |
Getting Over Trauma Read on for some ideas of how to begin your recovery. |
Investment Advisor
September 2007
Olivia Mellan |
Stand By Me Successful financial advisors have very little client and employee turnover. Consider how these ideas for strengthening relationships might help you sustain the loyalty of your clients and fellow workers. |
American Family Physician
October 1, 2006 |
Crisis Management A patient guide: What is a crisis?... How do I know if I am having a crisis?... What should I do if I feel overwhelmed?... How can I cope with a crisis?... etc. |
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. |
Financial Planning
May 1, 2007
Rick Kahler |
Beyond the Numbers Financial planners are looking to the principles of psychology to help them communicate with clients about more than just money. |
BusinessWeek
May 21, 2007
Kerry Sulkowicz |
Stressed For Success A promotion is usually cause for celebration and pride. But for some, it's a source of deep anxiety, so scary that it eclipses life-altering occurrences like the death of a loved one or divorce. |
On Wall Street
December 1, 2011
Denise Federer |
The Advisor's Guide To Stress Management This past year has been both challenging and profitable for many of the financial advisors that I coach. |
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 |
