Tag: client-centered financial planning
Dec 7, 2020
The pandemic has forced us to change the way we connect with each other. Access to and familiarity with virtual meeting programs like Zoom, GoToMeeting, and Microsoft Teams has become a life skill for people and businesses wanting to maintain any semblance of...
Jan 13, 2020
Is Your Advisor Happy? Should You Care?Watch this video on YouTube “If I could pick up a megaphone and say one thing to the clients of financial advisors it would be to make sure your advisor is happy.” This statement came from a well-respected, nationally...
Oct 17, 2019
Heading to the FPA Annual Conference in Minneapolis today. I will give a presentation Friday on “Difficult Client Conversations Around Enabling Adult Children.” The talk highlights the successful use of Financial Therapy to bring about successful outcomes...
May 7, 2018
We’re All a Little Weird Around MoneyWatch this video on YouTube “Everybody gets weird around money.” This was one of many great one-liners about money from my good friend and financial philosopher, the late Dick Wagner, CFP. Dr. Moira Somers, a...
Apr 11, 2016
Involving Kids in Financial Meetings a Wise Move for Aging ParentsWatch this video on YouTube I remember my mother shuttling three kids to simultaneous and overlapping doctor appointments, music lessons, Boy Scout events, school, and athletic events, with timing...
