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Investment Advisor May 1, 2011 Olivia Mellan	It's Not Working Retirement is great for some people; for others, not so much
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 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.
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 January 2009 Olivia Mellan	Understanding Overspending Financial advisors Q&As regarding how to discuss spending cutbacks with their clients.
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 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 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 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 August 2005 Olivia Mellan	The Psychology of Advice: Blindsided Help your financial advisory clients keep life's little ambushes in perspective.
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 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 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 October 2008 Olivia Mellan	Long-Term Losses How can you cut your losses when they keep going on and on?
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 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 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 Planning October 1, 2010 Susan Bradley	Where Widows Go Advisors who can guide someone through one of the most difficult life passages are rare and treasured resources whom widows want to share with every other widow they meet.
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.
Registered Rep. May 16, 2013 Kevin McKinley	The Reluctant Retiree Clients who are financially ready to retire may still need some words of encouragement.
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.
Financial Advisor January 2008 David J. Drucker	Boomers In Business Financial advisors are being forced to retrain themselves to deal with the needs and desires of the boomer generation's retirement plans.
Investment Advisor February 2008 Olivia Mellan	The Bell Tolls Clearly, aging baby boomers need financial advisors to help plan their upcoming retirements. But how can you coax them into your office or persuade them to make changes that will ensure a more pleasant future?
HBS Working Knowledge October 18, 2004 Manda Salls	The Nonprofit Boon from Boomers A new study by the Harvard School of Public Health identifies baby boomers as a great potential source of volunteers in the future. But nonprofits better start making their pitch now.
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 Motley Fool February 25, 2005 Selena Maranjian	How to Retire Happy If you want to enjoy your golden years, you'll need more than a lot of dollars.
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.
The Motley Fool May 12, 2005 Glen Kenney	Teaching Yourself to Retire Here are lessons on planning for retirement, like contacting your human resources department and local Social Security Administration office and perhaps even a certified financial planner.
On Wall Street April 1, 2011 J. Graydon Coghlan	Retire Later, Collect More If your clients want to receive full Social Security benefits, it's important that they wait until their official retirement age.
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.
CFO November 1, 2007 Clint Willis	Can This Retirement Be Saved? When spouses disagree about when, where, and how to retire, each may wonder just what they were working for all those years.
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 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.
Registered Rep. October 1, 2006 Kristen French	It's Triage Time There are millions of baby boomers zooming toward retirement who have vastly underestimated their future financial needs. In other words, for financial advisors and their clients, it's triage time.
Financial Advisor April 2005 Deena Katz	Boomers-Retire, Restructure Or Reinvent? This huge group will change priorities and approaches on retirement. What will the role of financial advisors be in this new environment?
Financial Advisor March 2011 Karen DeMasters	Changing The Social Contract The changing face of the economy and the fact that people are living longer has some baby boomers and their financial advisors redefining the traditional concepts of retirement.
Investment Advisor September 2007 Lewis Schiff	The Affluent and Retirement In addition to the details of a comprehensive advanced planning strategy, clients may worry about retirement -- how to live it and what it means to retire with significant assets. Retirement for advanced planning clients has evolved over the years.
Investment Advisor June 2009 Lewis Schiff	The Affluentialist: Best Practices for Retirement Planning According to an in depth survey of experienced advisors who devoted a significant portion of their practices to retirement planning, demands from clients are driving the evolution of retirement services.
Investment Advisor September 2009 Olivia Mellan	The Psychology of Advice: Betrayal of Trust Everyone experiences betrayals in intimate relationships. The important thing is to learn how to work through them.
Registered Rep. September 22, 2010 Kevin McKinley	Maximizing Social Security Although the majority of your clients may not fit exactly into this stereotype, here's how you can help maximize Social Security income for a couple who filled "traditional" roles during the years before retirement.
Investment Advisor February 2009 Olivia Mellan	"Turn left!"--"No, right!" How can advisors deal with the complexities of refereeing a couple's differences in a highly uncertain atmosphere.
The Motley Fool July 28, 2008 Chuck Saletta	What If You Haven't Started Saving Yet? According to a recent study, only 28% of Americans think they'll have enough cash for a comfortable retirement. If you're lumped in with the other 72% of Americans, it's no reason to panic. Read on to see what you can do.
Financial Advisor September 2011 Mitch Anthony	The Retirement That Works II Work is becoming part of most 'retirements' to satisfy emotional, social and intellectual stimulation needs.
Investment Advisor July 2010 Olivia Mellan	Succession Planning: Pass It Forward The angel is in the details when it comes to the tricky business and interpersonal issues of succession planning.
On Wall Street September 1, 2010	Debating The Retirement Challenge At the On Wall Street Roundtable held recently in Lower Manhattan, the experts weighed in on the most significant retirement issues for advisors and their clients in an unsettled market
Fast Company January 2004 Marshall Goldsmith	Why Even Thinking About Retirement Can Be a Bad Idea We often dream about all the things we'll do once we retire. What we don't think about is how much we'll hate it.
On Wall Street April 1, 2012 John Diehl	The Secret to a Happy Retirement? Practice You can help your clients create their own luck in retirement by encouraging them to practice their desired retirement lifestyle and determine what makes sense for them.
Registered Rep. March 14, 2014 Mark Miller	Prioritizing Retirement Tradeoffs How can financial advisers help clients balance short-term needs and desires against long-range goals, especially those clients in the critical years leading up to retirement?
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
On Wall Street October 1, 2013 Mason Braswell	Addressing Those Who Resist Retirement Here's how to talk to your clients about retiring when they don t want to.