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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
August 2009
Olivia Mellan |
Making Lemonade Despite the downturn, losses, disappointments, and change, many are finding that creative destruction turns out to be the best thing that ever happened to them. |
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. |
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
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 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
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. |
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
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
June 2008
Olivia Mellan |
Pants on Fire Because a lack of truthfulness can sabotage your clients' financial plans, as well as their relationships with each other and with you, it's worth examining why people lie and how you can foster more honesty in your practice. |
AskMen.com
May 29, 2015
Eric Barker |
4 Rituals To Keep You Happy All The Time Gratitude has one of the strongest links to mental health and satisfaction with life of any personality trait -- more so than even optimism, hope, or compassion. |
Investment Advisor
September 2008
Edward A. Jacobson |
Gratitude Is a Great Investment Building your gratitude portfolio is a way to bring greater happiness and productivity to yourself (and others!). |
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. |
Investment Advisor
March 2009
Olivia Mellan |
The Advisor's Toolkit for Client Stress Management and Positive Aging Tips for managing client stress include preparing a "toolkit" to guide them through the process of discussing retirement matters. |
Job Journal
November 22, 2009
Peggy Klaus |
Cultivate an Attitude of Gratitude Thanksgiving reminds us to think about family and all the good things in our lives. But appreciating individuals and exceptional efforts and expressing our gratitude are also some of the best ways to boost our work relationships, energy and productivity. |
AskMen.com
October 2, 2015
Brook Price |
How To Stop Holding Yourself Back Finding the right career is hard. To make it worse, we all have a bad habit of making the search more difficult than it really is. |
Psychology Today
Mar/Apr 2006
Lauren Aaronson |
Make a Gratitude Adjustment Feeling thankful is one key to happiness, so count your blessings for a boost. |
Financial Planning
September 28, 2009
Bob Veres |
Scripts from the Past The intersection of money, psychology and financial planning. |
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. |
Job Journal
August 31, 2008
Janet White |
Job Hunt Not Working? Traditional job hunting is all about staying busy - making phone calls, searching job boards, networking, etc. But if it all just makes you frantic and focused on how lousy you feel about being unemployed, maybe it's time for a change in tactics. |
