Shifting your role to a thinking partner puts your client in the driver’s seat of motivation and task achievement.

The financial advising/planning community highlights the need for communication with clients however, I hear more and more advisors asking for tools on HOW to go about implementing this. What are the practical skills advisors can use that will help their clients receive the desired level of communication and feel understood?

Making a referral to another professional can be an important and necessary part of helping your clients improve their financial health. And while it may sound like an easy task, there are a few steps and considerations that can make a difference.

We tend to think of trauma as a singular event or time period in a person’s life. That happened and now it’s over. But trauma is more than the event(s) that occurred to someone.

The Pillars of Client Communication: Increasing Empathy and Discernment.

A treatment team approach to finances.