Dr. Klontz’s Financial Therapy Aims to Cure Your Clients’ Fear of Change
Brad Klontz, a psychologist and CFP, talks about the four paradigms that drive investors’ money behavior (and conflicts).
Advisors May Be Crazy, Like a Fox
What the research suggests about advisors’ change of attitude toward building client portfolios: Can we see PTSD symptoms from the Great Recession, or is it merely a matter or risk management?
When Your Own Skills Aren’t Enough: Psyche, Hearth and Children
More and more clients are looking for life solutions these days.