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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 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
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
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 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
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. |
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
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
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
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
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
August 2005
Olivia Mellan |
The Psychology of Advice: Blindsided Help your financial advisory clients keep life's little ambushes in perspective. |
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. |
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. |
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. |
The Motley Fool
February 4, 2005
Selena Maranjian |
Rats, I Won the Lottery! You should wish lottery jackpots only on your most hated enemies. Perhaps, instead of betting on 1-in-80 million odds, you might invest in some shares of companies that can much more reliably, and safely, reward you. |
On Wall Street
June 1, 2010
Denise Federer |
When Good Clients Behave Badly Learning how and why your clients think is critical to helping them make sound financial decisions. |
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 |
Job Journal
August 19, 2012
Robert Wilson |
The Uncomfort Zone: Wishful Thinking Won't do Optimism is important for a successful job search, but it needs to be backed by commitment, and above all, action. |
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. |
The Motley Fool
April 20, 2006
Robert Aronen |
Beware of Magical Thinking Blind optimism, luck, and hope are not sound retirement strategies. A retirement plan consists of creating an estimate of retirement expenses, which is supported by consistent saving and investments in sound companies. |
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 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. |
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
October 2005
Olivia Mellan |
The Psychology of Advice: Family Feud Getting along with others in the workplace is hard enough. It's worse if those problem co-workers, are also family members. Here, a psychotherapist offers help on how to approach these issues. |
Investment Advisor
January 2009
Olivia Mellan |
Understanding Overspending Financial advisors Q&As regarding how to discuss spending cutbacks with their clients. |
Investment Advisor
May 2007
Olivia Mellan |
Standing Out When every other financial advisor is trumpeting their own virtues, how can you blow your own horn and get heard? |
The Motley Fool
August 10, 2004
Dayana Yochim |
Dad's Six-Figure Debt What do you do when a senior parent faces a serious financial bind? Here is advice to one very concerned son whose dad is paying $20,000 in credit card interest each year and asks others to weigh in on this important topic. |
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 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. |
The Motley Fool
June 8, 2007
Elizabeth Brokamp |
Ask Mrs. Riches: Dear Old Dad What to do when Dad rolls his eyes at your financial choices. |
The Motley Fool
December 29, 2006
Dan Caplinger |
Make Your Inheritance Count Exactly how you integrate inherited assets into your own finances depends on a number of factors. |
Investment Advisor
December 2006
Mark Tibergien |
Trading Places Succession planning specialists say that only about one out of three family businesses successfully transfer from the first generation to the second. Although family business transfers have not been commonplace among independent financial advisors, this appears to be shifting. |
AskMen.com
Tijo Salverda |
Behavioral Economics The study of behavioral economics aims to understand how psychological phenomena like emotions and group dynamics influence economic decisions. Studies have found that people often make decisions that are not in their best interest |
BusinessWeek
November 10, 2003
Joseph Weber |
Mark Mays: "An Enormous Amount of Trust" Clear Channel Communications' president talks about how he, his brother, and his father work together running the radio giant |
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. |
Investment Advisor
February 2010
Olivia Mellan |
The Psychology of Advice: Resolution Trust This column is dedicated to everyone who struggles with feelings of having broken their own resolutions and betrayed the trust of others. |
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. |
BusinessWeek
March 29, 2004 |
Ann Fudge on Making Choices The Young & Rubicam CEO talks about the benefits of stepping away from work and how her priorities changed because of it |
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. |
The Motley Fool
December 16, 2004
Selena Maranjian |
Bankrupt Man Wins Lottery People need to learn more to prepare effectively for comfortable retirements. Odds are, we won't win any lottery jackpots, but through saving and investing, we can do OK. And if we do win a lottery, we'll be prepared to allocate that money intelligently. |
Financial Advisor
May 2005
C. Michael Carty |
Do Investors Make Rational Or Emotional Decisions? Behavioral finance looks to predict investor action. |
BusinessWeek
May 13, 2009
Welch & Welch |
Transforming the Family Business When the founder steps aside, implementing change can be a delicate process |
BusinessWeek
October 4, 2004 |
How the Smuckers Stick Together Richard and Tim Smucker, who run the 107-year-old J.M. Smucker Co., defy conventional wisdom. A shared set of values keeps the family-owned business running smoothly. |
