- Barry Duncan’s What’s Right With You: Debunking Dysfunction and Changing Your Life (HCI, 2005) shows readers how to tap into their inner resilience and use what’s right with them to change their lives.
- For more information about John and Julie Gottman’s research, see The Seven Principles for Making Marriage Work: A Practical Guide from the Country’s Foremost Relationship Expert, by John M. Gottman and Nan Silver (Three Rivers Press, 2000).
- George Kinder’s classic The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life (Dell, 2000) helps clients integrate their finances with their deeper spiritual and emotional values.
- In The Financial Wisdom of Ebenezer Scrooge: 5 Principles to Transform Your Relationship with Money, by Drs. Ted & Brad Klontz and Rick Kahler (HCI, 2005), clients learn that it’s their relationship with money that matters, not money itself. The book explains how to recognize unconscious money scripts that may be keeping them trapped, and suggests a practical plan to help them become the master of their money instead of its servant.
- James Prochaska’s research is a cornerstone of Changing for Good: A Revolutionary Six-Step Program for Overcoming Bad Habits and Moving Your Life Positively Forward, by Prochaska, John Norcross, and Carlo DiClemente (Collins, 1995), which espouses a therapeutic approach based on the authors’ work with people in all sorts of damaging behavioral patterns, including smoking, overeating, alcohol abuse, and toxic relationships.
- Last, by reading my “Psychology of Advice” excerpts in The Advisor’s Guide to Money Psychology: Taking the Fear Out of Financial Decision-Making (Investment Advisor Press, 2004), you can gain a deeper understanding of money personality types and gender differences, couples polarization patterns, loaded issues like loss, sudden wealth, and values clashes, and ways to prevent burnout.
The bestselling author tells ThinkAdvisor about the power of saving small amounts and how his firm helps its advisors grow.
The Ponzi scheme targeted more than 300 investors in the U.S. and Canada.
The group wants to recognize a chapter that goes above and beyond in pro bono work.
Sponsored by Fidelity Investments
Get insights into the mindset that’s driving today’s advisors to make a move--and help realize their unique business vision.
Don’t miss crucial news and insights you need to make informed investment advisory decisions. Join ThinkAdvisor.com now!
- Free unlimited access to ThinkAdvisor.com which provides advisors, like you, with comprehensive coverage of the products, services and trends necessary to guide your clients in making critical wealth, health and life decisions.
- Exclusive discounts on ALM and ThinkAdvisor events.
- Access to other award-winning ALM websites including TreasuryandRisk.com and Law.com.
Copyright © 2019 ALM Media Properties, LLC. All Rights Reserved.