| Similar Articles |
|---|
 |
Financial Advisor
October 2007
Roy Diliberto |
Planning From The Inside Out Dealing with a client's hard financial data may mean discussing their most intense emotions about money.   |
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. |
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. |
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. |
Financial Planning
June 1, 2013
Dave Grant |
How to Ask the Toughest Questions Your employees, colleagues and clients have all been shaped by defining experiences. Take the time to learn them. |
Financial Planning
April 1, 2005
Mitchell Rose |
Emotional Rescue By tending to family dynamics during the estate planning process, financial advisers can prevent wounds and conflicts years before they might occur. |
Financial Advisor
December 2006
Roy Diliberto |
A Dentist's Formula For Success Knowing what financial advisory clients value most in life provides advisors the information to guide them in the right direction. |
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. |
Financial Planning
November 1, 2010
Rick Kahler |
What is Financial Therapy, Really? It is a well known fact that therapists and psychologists have historically avoided dealing with money in therapy. By the same token, financial planners have avoided dealing with their clients' emotions during planning sessions. |
Salon.com
May 22, 2002
Julia Gracen |
Truth and reconciliation Incest accusations of the recovered-memory craze tore families apart. Now one of its leaders wants to let bygones be bygones... |
Financial Planning
September 1, 2006
Joan Warner |
Life Planning Goes Mainstream Will baby boomers respond best to asset allocation models that are served up with a dash of soul-searching? Some of the biggest firms are betting on it. |
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. |
Financial Advisor
July 2011
Roy Diliberto |
Priorities--Yours Or Your Clients'? Getting at a client's true priorities should be an essential part of every advisor's efforts. |
American Family Physician
October 15, 2002
J. Burton Banks |
Childhood Discipline: Challenges for Clinicians and Parents Behavior problems are relatively common but frequently under-recognized by physicians. Opportunities to counsel parents about safe, effective methods of discipline are therefore missed. Discipline should be instructive and age-appropriate and should include positive reinforcement. |
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
November 2005
Roy Diliberto |
The Naked Emperor Revisited When clients are promised consistently superior, above-market returns by their financial advisors, are these promises as shallow and invisible as the clothes "weaved" by the tailors in the Hans Christian Anderson fable? |
Investment Advisor
May 2010
Lewis Schiff |
The Affluentialist: Raising Responsible Children Advisors to wealthy families can offer sensitivity and guidance. |
Job Journal
May 2, 2004
Marty Nemko |
Quick Fix: Check Your Emotional Baggage Past experiences can offer insight into future actions, especially in the workplace. |
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
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. |
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. |
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. |
Financial Planning
March 1, 2011
Glenn G. Kautt |
Deep Rewards The critical question for planners and managers is, how do we develop the framework to help motivate our clients and staff in the right direction? |
Financial Advisor
June 2010
Roy Diliberto |
The Savings Myth Advisors need to give balanced advice, and for many clients that means encouraging them to enjoy their lives today. |
Salon.com
August 30, 2000
Debra Ollivier |
Whose crisis is this, anyway? Teens are getting the blame for their parents' failures. |
Financial Planning
August 1, 2006
Suzanne McGee |
Yours, Mine & Ours Blended families can resemble the Brady bunch -- or the battling Carringtons of Dynasty. Creative financial planners can keep money from stirring up conflict. |
Salon.com
July 18, 2001
Lawrence H. Diller |
Defusing the explosive child Prescribing drugs, not discipline, will only escalate conflict, lead to more difficult kids and weaken our already-lax culture of parenting. |
Financial Advisor
April 2010
Richard B. Wagner |
Garden Of Knowledge The profession of financial planning needs more words to help people understand it. |
Financial Advisor
October 2009
Wayne von Borstel |
Restoring Normalcy After talking with a trustworthy advisor, clients who have faced a financial upheaval often discover they are better off than they thought. |
Financial Advisor
February 2010
Roy Diliberto |
Basic Truths These truths for financial life planners form the foundation of their integrity. |
Financial Planning
November 1, 2005
Maureen Mohyde |
The New Generation Gap Estate planning is one of the most important steps your clients can take to help their families. Planning can help make things easier for everyone when difficult times arise. But a study shows parents are more at ease discussing their estate plans than their boomer children. |
Registered Rep.
March 1, 2003
Anne Field |
Shining a Light on Client Dreams Call it financial planning with a therapeutic edge -- life planners help clients save for non-traditional and sometimes deeply personal goals. Life planning could be the ultimate in value-added financial advisory service. |
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. |
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. |
Salon.com
June 4, 1999
Alice Miller |
The trauma of childhood The trauma of childhood: As long as they are loved, children can recover from abuse and even the horror of war. |
Job Journal
October 19, 2008
Marty Nemko |
Quick Fix: Check Your Emotional Baggage What to do when a person or situation makes you feel uncomfortable at work. |
Salon.com
May 30, 2001
Carina Chocano |
We think, therefore we diagnose America is in the grips of sudden syndrome proliferation syndrome... |
Investment Advisor
March 2008
Maya Ivanova |
The Right Match To meet the needs of aging clients, advisors need to be educated and responsive. |
Salon.com
September 6, 2001
Damien Cave |
If a child is a killer, are the parents to blame? Psychologist and author James Garbarino says the responsibility for teen violence must be shared... |
Investment Advisor
August 2007
Lewis Schiff |
Keeping It in the Family More than money is at stake when assets transfer to clients' children. Estate planning is a poor substitute for not being able to communicate with your children. |
ifeminists
August 19, 2003
Jennifer Roback Morse |
Parents or Prisons For some people, prisons are a substitute for parents. This apparent overstatement is shorthand for two more precise points. |
Investment Advisor
October 2009
Lewis Schiff |
The Affluentialist: Beyond the Numbers The more intricate the financial and personal lives of clients, the more likely clients will ask for non-financial advice. |
U.S. Banker
February 2007
Karen Krebsbach |
'Once Upon a Time, There Was a Very Rich Family...' Wealth managers can be instrumental in helping parents teach their children about the value of money-and managing for optimum portfolio longevity. The key? Starting early. |
Salon.com
September 6, 2000
Theresa Heim |
Cramming for kindergarten I tutor 3-year-olds to crush the competition. |
Financial Planning
January 1, 2005 |
Movers & Shakers 2005 Who is showing the way in the financial planning profession? Here are nine leaders, as determined by votes from readers, judges, and editors of Financial Planning. Guy Cumbie... Roy Diliberto... Elizabeth Jetton... etc. |
On Wall Street
June 5, 2009
Denise Federer |
Understanding and Guiding Client Behavior Financial professionals face the complex challenge of effectively responding to the financial and emotional needs of their clients, while managing their own emotional reactions to the current turbulent markets. |
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
July 1, 2009
Scott Schutte |
Lesson Plans Is there anything positive we can take away from this time of turmoil? How can we learn, and how can we help our kids learn from this? What wisdom can we impart to our children or our clients' children that can help them better prepare for their financial future? |
Investment Advisor
August 2010
Angela Herbers |
The Fast Track: Affairs of the Heart Identifying affairs early between employees can mitigate the damage it could cause in your firm. |
Financial Advisor
June 2005
Roy Diliberto & Mitch Anthony |
A Practice You Can Live With Don't let your financial advisory business become your master. |
