June 1, 2011

A Money Therapist’s Take on Intuitive Investing

Olivia Mellan offers her expert opinion on how intuitive investing can work for advisors

It’s unusual for me, a money coach and psychotherapist, to interview a successful portfolio manager (even a retired one, albeit a very young retired one) for this magazine. But I believe that Jason Voss’s approach to better decision-making by integrating logical, linear left-brain thinking with intuitive, creative right-brain processes can help each of us create a more successful and balanced life.

We’ve all experienced the “Aha!” or “Eureka!” moments that characterize intuition. The four intuitive investing principles described here can help advisors (and clients) regularize these intuitive breakthroughs by “feeling into” which market sectors, industries and companies are worthy of pursuit. Voss’s book suggests techniques we can use to strengthen and hone our intuitional skills, along with experiential exercises and reflective questions.

If nothing else, I believe this philosophy will help advisors trust their intuitive wisdom more instead of discounting it as “not rational.” A more harmonious approach to money choices and other life decisions seems to me a fine way to foster the success and happiness we seek for ourselves and our clients.

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