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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.   |
Investment Advisor
October 2007
Olivia Mellan |
Brother and Sister, Where Art Thou? Some financial advisors think kids from the same family should all get along great. But that is not so. Siblings may share chromosomes, but often have completely different money personalities. |
Financial Planning
July 1, 2011
Temma Ehrenfeld |
How's Your Money Feeling? Most planners want to know what you're thinking as far as your money is concerned, but Rick Kahler also wants to know what's on your mind. |
Financial Advisor
October 2008
Mary Rowland |
Getting Very Personal George Kinder has developed a clear structure to help planners work with clients to uncover the true passion in their lives so that their financial plan will be more effective. |
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
February 2005
Diliberto & Anthony |
The Death March Of Numbers Just as we wouldn't commence a financial advisory client interview with, "How are you and how much do you have?" neither should we progress into numbers gathering until the proper emotional context has been established for the work we will do. |
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
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. |
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. |
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 Planning
April 1, 2011
Brad Klontz |
Behavior Modification Psychologically minded financial planners are in an excellent position to help clients become conscious of their assumptions about money, the first step to changing them. |
Financial Advisor
December 2010
Mary Rowland |
Retreating To Move Forward George Kinder's five-day workshop teaches planners how to achieve the things closest to their hearts, and helps them teach clients in turn. |
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. |
Investment Advisor
April 2007
Olivia Mellan |
Child Is Father to the Man Few money messages are as enduring as the ones a son learns from his dad. Here's what financial planners need to understand about this special relationship. |
Financial Advisor
August 2008
Mary Rowland |
Worldwide Kinder The Kinder Life Planning Institute teaches financial advisors that it's not just about how you charge for your services but how you deliver them and how you create a different relationship with the clients. |
