– First Published on Nasdaq – How does knowing your identity impact how you relate to other people? What part does it play in boosting confidence? Throw the emotional and gravitational pull of money into the mix, and where does knowing or not knowing your identity fit? There is no doubt that understanding your identity reflects who […]
What sets you apart from other advisors? Are you all about the “doing” in your role as an advisor and less about the essence of your being? As the sardonic writer Kurt Vonnegut once said, “you are a human being and not a human doing.” Discovering your identity — the concept of who you are and who […]
Part of our human nature is to leverage past experiences to make future decisions. Money management practices are no different. And for those who lack experience, they tend to lean on numbers, analytics, and peer groups. Either way, to avoid the pitfalls that may impact money management, you might have to reset your compass.Find out […]
Have you ever wondered what goes into each individual’s decision-making process? We make decisions based on facts and information that is delivered to us. When it comes to managing money, the same rules apply. How does that affect financial advisors and their relationships with their clients? Find out more in the newest episode of FizWizdom […]
Our behavioral tendencies affect all aspects of our lives, especially our financial decision-making process. Managing money can be a stressful endeavor at times. The best way to ensure you’re making the right financial decisions is to start by better understanding your innate behavior and how you cope with pressure. Amongst the many financial literacy resources […]
First published on Nasdaq I’ve been having what I call Identity Conversations with financial advisors, industry leaders and others. It has clarified for me – and for them – that the more advisors and leaders come to understand their own identity, the better they can guide others to make more effective decisions. John Maxwell, an […]
