For Financial Planning Success Now, Start by Looking Back
Certain beliefs could be impeding your financial planning, and learning what those are begins with exploring your money-related memories.
Source: kiplinger.com
Page 8 - Sonya Lutter News Today : Breaking News, Live Updates & Top Stories | Vimarsana
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Top News In Sonya Lutter Today - Breaking & Trending Today
CFP Board names 15 to Competency Standards Commission
The panel plans to take through 2024 to complete its 'everything's-on-the-table' review of experience, education and exam standards.
Source: financial-planning.com
Human First: The Rise of FinPsych, Financial Therapy and Life Planning
Based on the work of cutting-edge planners and therapists, more advisors are tuning in to the psychology of money.
Source: wealthmanagement.com
Where Money Meets Feelings: Financial Therapy Finds Its Footing
Planners weren’t equipped to address the emotional roots of how clients dealt with money. Therapists couldn’t guide finances. Now, there’s a bridge.
Source: nytimes.com
Link between financial planning and psychology
The growing and varying areas of study are rising in adoption across the industry, long after pioneers first dispelled the myth that investing is just about numbers.
Source: financial-planning.com