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Investment Advisor
August 2008
Olivia Mellan |
Minority Affairs Let's take a look at clients from different cultures, and how advisors can train themselves to serve minority groups.   |
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
October 2008
Olivia Mellan |
Long-Term Losses How can you cut your losses when they keep going on and on? |
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. |
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. |
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 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
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. |
Investment Advisor
May 2010
Olivia Mellan |
The Psychology of Advice: Positively Irrational You can often make people's irrationalities work for them. |
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
March 2007
Olivia Mellan |
Do You Believe in Magic? When it comes to financial matters, clients may think or act in seemingly irrational ways due to their fear of bad luck, their hopes for good fortune, or a belief that a certain outcome has resulted solely from chance. If you encounter such situations, here are some ideas on how to handle them. |
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. |
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
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 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
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
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. |
The Family Room
Elizabeth Pantley |
Listen With Your Heart ...You can help your children get through the bumps and bruises of childhood by simply being there for them.... |
On Wall Street
August 1, 2013
Brad Klontz |
Understanding Needs of Multi-Cultural Clients Your clients come from a host of different cultures, whether you realize it or not. What are you missing? |
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. |
The Motley Fool
October 13, 2010
Dan Caplinger |
Don't Make These 4 Money Mistakes Parents are making some wrong moves with their money. When it comes to saving for their children's college education, a lot of parents are making mistakes that are keeping their money from working as hard as it could for them. |
Registered Rep.
April 10, 2012
Kevin McKinley |
Helping Clients Cut Off the Kids If you have clients stretched between supporting their older youngsters and saving for retirement, you can delicately help the parents nudge, shove, and kick the offspring out of the proverbial nest. |
The Motley Fool
August 16, 2006
Dan Caplinger |
Prioritizing Your Savings Should you save for retirement or for education for your kids? |
Salon.com
August 30, 2000
Debra Ollivier |
Whose crisis is this, anyway? Teens are getting the blame for their parents' failures. |
The Motley Fool
July 18, 2006
Dan Caplinger |
Get Your Kids to College: Introduction Nowhere is the value of compounding returns more evident than in saving for a goal with a fixed time limit, such as financing a college education. |
The Motley Fool
October 28, 2008
John Rosevear |
How to Salvage Your Retirement If you're in retirement, or nearing it, the recent global market crash probably has your full and worried attention. |
Financial Planning
November 1, 2007
Stacy Schultz |
5 Questions Chuck Toth, head of education planning at Merrill Lynch and secretary of the College Savings Foundation, discusses a new study on the state of college savings. |
BusinessWeek
January 31, 2005 |
"I Wonder Who Will Support Us" A 30-year-old Japanese shares his concerns about his country's aging crisis and the government's response to it. |
