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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 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 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 Advisor March 2011 Caren Chesler	Homeward Bound In a tough economic environment, some clients must deal with their children moving back home.
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 August 2005 Olivia Mellan	The Psychology of Advice: Blindsided Help your financial advisory clients keep life's little ambushes in perspective.
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 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 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 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 February 2007 Olivia Mellan	Like Mother, Like Daughter The relationship between daughters and mothers tends to be a complex mix of love and hate. The better you understand this, the more productive your work with women financial advisory clients will be.
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 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.
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.
Psychology Today May/Jun 2007 Mark Teich	House Divided: Hate Thy Father In an era of bitter divorce battles, parents often use children as hammers to bash each other, manipulating not only the legal system but also their children's affections. Can a broken parent-child bond be restored?
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.
Registered Rep. May 1, 2004 Anne Field	Role Reversal What happens when adult children take over part or all of their parents' finances - at the request of Mom or Dad? How should an advisor approach such situations?
Investment Advisor January 2009 Olivia Mellan	Understanding Overspending Financial advisors Q&As regarding how to discuss spending cutbacks with their clients.
Registered Rep. October 1, 2006 Anne Field	Creepy Conversations Holding onto clients' assets after their death isn't easy. The only effective way to do it is to establish a relationship with the clients' offspring. Here's how.
Investment Advisor May 1, 2011 Olivia Mellan	It's Not Working Retirement is great for some people; for others, not so much
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.
Financial Planning September 1, 2011 Suzanne McGee	Full-Nest Syndrome Even when a financial advisor is able and willing to work with clients on containing and managing requests for financial help from their boomerang children, they can end up squarely in the middle of one of the most perilous kinds of disagreements: family squabbles over money.
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.
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?
Salon.com February 13, 2001 Garrison Keillor	My boyfriend reminds me of my mother He's trustworthy, loving and completely dedicated to me, but lately my carnal feelings have been directed elsewhere... etc.
Registered Rep. January 1, 2005 Anne Field	Poor Little Rich Kids With a horde of competitors pursuing the same market, and with statistics showing that the highly affluent trust financial advisors less than ever before, winning and retaining wealthy accounts requires delicacy, savvy and, most of all, smart marketing.
The Family Room Jimmy Patterson	No wait, don't go ... please stay When a child's classmate dies.
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 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 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 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.
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.
Salon.com March 1, 2002 Jennifer Foote Sweeney	A cruel choice A woman decides to have a child knowing that she's about to descend into dementia. That's morally indefensible...
Psychology Today Jul/Aug 2006 Marano & Perina	Tortured Love Linda Carroll's unorthodox relationship with her famous mother and infamous daughter forced her to reevaluate love, loss and the control we have over the people we most want to protect.
Salon.com August 21, 2001 Amy Halloran	Suicide at 16 One mother contemplates the grief -- and guilt -- of another...
American Family Physician December 1, 2000	Curbside Consultation A Daughter Estranged from Her Dying Father...
Salon.com October 4, 2000 Jennifer Foote Sweeney	Pluck and circumstance Judith Wallerstein makes a case for marriage, and on rare occasions, a healthy divorce...
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.
Salon.com September 9, 2002 Douglas Cruickshank	"Normal will never happen again" The author of two books about coping with sudden death talks about the emotional fallout of losing someone without having had a chance to say goodbye.
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 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.
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 January 2009 Lewis Schiff	What to Do with the Family Business If your client sells their business, would their children be in a better financial and personal position without the additional role of small business owner?
Financial Planning September 1, 2013 Miriam Rozen	How to Have the Money Talk With Kids Advisors say their own family experiences offer lessons for clients. And sometimes the reverse is true, as well.
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.
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.
Salon.com June 12, 2000 Cathy Young	The mama lion at the gate Maternal chauvinism is a dad's greatest obstacle to parental parity.
The Motley Fool June 16, 2006 Elizabeth Brokamp	Ask Mrs. Riches: Compulsive Spending Do you have a loved one with a spending problem? Get your financial relationship questions answered here!
Investment Advisor January 2009 Bob Clark	Compassion Fatigue In times like these, when clients are emotional, financial advisors more than ever need to be objective and professional.