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Tag Archives | Financial Coaching

Investment Success Based on Client Behavior as well as Portfolio

There’s an essential aspect of investing that, most likely, neither you nor your financial planner have been trained to see: Your long-term financial success is based less on the structure of your portfolio than it is on your ability to adapt your behaviors to changing economic times. An increasing number of financial planners are awakening […]

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Money Problems and Your Mind

“Sometimes financial literacy doesn’t work.” That’s what Rick told Anne Kates Smith of Kiplinger’s Personal Finance magazine for an article published in the August issue. Not that Rick is opposed to financial literacy. But he and other professionals quoted in the Kiplinger article point out that we simply can’t learn and practice money management skills […]

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Advisors Collaborating With Therapists for Clients Money Issues

“Amid all the chaos and anxiety wrought by the tumultuous stock market and murky economic outlook, a small but growing number of advisers are enlisting the help of therapists — not for themselves but for their clients.”  Lisa Shidler from Investment News magazine interviewed Rick along with several other advisors and psychologists who collaborate with each […]

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Build Your Own Support System for Financial Advice

Someone who owns a business or has accumulated some wealth is likely to have the support of a network of financial professionals, such as bookkeepers, accountants, attorneys, and financial planners. That same level of support would certainly be useful for anyone just beginning a career. The catch, of course, is that when you’re just starting […]

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A Primer on Therapy vs. Coaching

Kathleen Burns Kingsbury posted a story from the Boston Globe that caught my eye.  It’s on the differences between coaching and therapy.  This is something I’ve written about extensively in the past in the books I co-authored with psychologists Ted Klontz and Brad Klontz.  It’s a good summary of the differences between the two disciplines.  You can […]

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