Communicating (or Not) During Tough Transitions
“One of the things that Sudden Money techniques help us do is structure meaningful conversations,” said Peggy Frye, who completed Certified Financial Transitionist training in 2013.
Navigators: How to Guide Clients Through Big Life Changes
A new certification helps advisors with the human side of guiding clients through major transitions like retirement.
Perking Up Your Presentations
Josh Braun, who wrote “The Art of Communication: How to Explain Complex Ideas in Simply Delightful Ways,” has uncovered several resources that can help advisors make their ideas connect with clients.
Communicating So Clients Really Listen
According to the British bank Lloyds, the average person's attention span these days is five minutes. Does that startle you? It should.
The 7 Secrets of ‘Delightful’ Client Communication
Most of us haven't been taught how to explain, says Josh Braun, vice president of business development at digital agency Jellyvision.
10 Signs of Financial Exploitation
Kathy Greenlee, assistant secretary for aging at the U.S. Department of Health and Human Services, estimates about four out of every 10 elders is financially exploited.
Saving Exploited Elders
Every day at least 1,000 elderly Americans are financially exploited or abused.
Elder Abuse Resources for Advisors
Find links to more information about when and how to report suspected financial abuse of elders
Responsibilities of a Financial Neutral
The financial neutral on a collaborative divorce team works very closely with the divorcing couple and the team members to bring clarity and understanding to the family's finances with the goal of helping the couple achieve a mutually agreeable settlement that works for the family […]
The 13 Anchors of Collaborative Divorce
Before undertaking collaborative divorce, spouses must agree to these “13 anchors” of the process.