In September 2007 I made the career shift from airline pilot to financial planner. The transition…
Tag: Behavioral finance
Study explores financial stress triggers
A traditional “siloed” approach to financial planning fails to guide clients through the stress and trauma…
The Next Step: Auditing a young lawyer’s retirement plan
Retirement planning can feel overwhelming, but what if taking just one step could improve your outlook?…
Psychedelic-assisted therapy and financial planning
Psychedelic drugs that have shown therapeutic promise for veterans with post-traumatic stress could help some people…
How can advisors guide overspending retirees
While financial advisors are happy to guide clients to a comfortable and enjoyable retirement, some wind…
How to reassure clients during market turbulence
On my first day in production as a young stockbroker, the Dow Jones Industrial Average closed…
Online course to support clients with addiction
A trailblazing online course to train financial advisors on how to assist clients with addiction and…
Nationwide survey: Gen Z disillusioned with retirement
When will you retire? For nearly 1 in 5 Gen Zers, the answer is: maybe never.…
Direct indexing keep clients invested in volatile markets
“Everyone has a plan until they get punched in the face.” — Mike Tyson Advisors are…
5 tips for virtual financial advisors
Zoom calls and screen sharing may feel like the norm for many financial advisors these days,…
Advisors favor underutilized strategies over asset buckets
Is it time for financial advisors to kick the bucket strategy? In the decades since financial…