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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 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 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 1, 2011 Olivia Mellan	It's Not Working Retirement is great for some people; for others, not so much
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.
Investment Advisor January 2009 Olivia Mellan	Understanding Overspending Financial advisors Q&As regarding how to discuss spending cutbacks with their clients.
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 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.
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 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 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.
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.
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.
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 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 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 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 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 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.
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 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.
American Family Physician December 1, 2000	Curbside Consultation A Daughter Estranged from Her Dying Father...
On Wall Street June 1, 2012 Denise Federer	The Legacy Advisor The ultimate goal of a being a legacy advisor is to guide your clients to identify the emotional concerns that transcend the financial facts and could potentially impede family relationships.
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.
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.
The Family Room Mia Cronan	Fireworks Aren't Just for July I have found that simple communication can really put a spark in things after an exhausting day. Take the time to just listen to each other...
Financial Advisor April 2007 Marla Brill	The Couples Dynamic A new study reveals why financial advisors sometimes feel like marriage counselors.
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.
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 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.
Financial Advisor November 2005 Karen DeMasters	When Grandparents Raise Grandchildren Some financial advisors have developed an expertise in helping families work through the financial issues involved when grandparents are raising grandchildren.
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.
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.
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 April 2008 Olivia Mellan	Polarized Images How can you handle situations where clients or colleagues exhibit intolerant behavior -- or you do yourself? Here are some examples calling for more open-mindedness, and ideas that can help you understand and deal with them.
Registered Rep. February 28, 2011 Hilary Johnson	Helping Wealthy Couples Agree On Their Financial Plans One of the most challenging conversations for a financial advisor to have, for example, is getting a married couple to agree on a financial plan.
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.
The Motley Fool May 18, 2007 Elizabeth Brokamp	Ask Mrs. Riches: Seven-Year Rich Getting antsy about your spouse's money management style? Get your financial relationship questions answered here!
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 Planning June 1, 2011 Deena Katz	Take Me Back, Please Good planners know that, when a client wants to leave, there is little you can do to persuade them to stay. Nonetheless, you can make the trip more pleasant by offering to cooperate any way you can.
Registered Rep. November 6, 2012 Kathleen Burns Kingsbury	Darlin', Don't Worry Your Pretty Little Head About It The top five mistakes advisors make working with women in couples.
Registered Rep. June 1, 2004 Anne Field	The Great Divorce Handled right, divorces can be a new positive for the advisor: In most of the cases one advisor has encountered, she's ended up keeping both exes in the fold after the split-up.
Financial Advisor March 2011 Caren Chesler	Homeward Bound In a tough economic environment, some clients must deal with their children moving back home.
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.
Investment Advisor July 2009 Olivia Mellan	The Psychology of Advice: Crash Consciousness To keep the current crisis from weakening your bonds with your clients, you need to tune into their beliefs and fears at the deepest level.
Investment Advisor December 2007 Lewis Schiff	Add a Break-Up Quarterback A divorce specialist can play a key role on your financial planning team.
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.
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.
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?