The Anatomy of Money Energy Part 3 of 3

How would you fill in the blank: If only I had more opportunities, I would ____________. Were you thinking of a better job or promotion? The desire to retire early? ...
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/ / Behavioral Finance

The Anatomy of Money Energy Part 2 of 3

Have you ever been at a retail store or shop online and chose an alternative product to the one you would normally buy because it was on sale? And when ...
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/ / Behavioral Finance

The Anatomy of Money Energy Part 1 of 3

As a reformed accountant and entrepreneur, I have always been challenged by the role of money in the context of happiness, success and health–for myself and for my clients. How ...
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/ / Behavioral Finance

Why Money Conversations Are Scarier Than Clowns

This article first appeared in Nasdaq. People being scared of clowns is fairly universally accepted. It’s the punchline of many a meme. And who knows why? Equally Strange: People are ...
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/ / Behavioral Finance

What Does It Mean to ‘Carry Wealth Lightly’?

This article first appeared in Nasdaq. Writing here previously, I noted that we are all responsible for understanding how best to guide clients and ourselves through financially stressful times. Best: ...
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/ / Behavioral Finance

Part 5 of 5: Strategies for Clients to Build a New Future

Being Prepared to Change Your Thinking "What the wise do in the beginning, fools do in the end" – Warren Buffett Given that we are thirteen years since the GFC ...
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/ / Behavioral Finance

Part 4 of 5: Deal with the Different Clients Uniquely

Meeting Client Resistance to Advice and Change "A stressed-out client may not be able to communicate effectively." One of the difficult issues you will face is that some clients may ...
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/ / Behavioral Finance

Part 3 of 5: Addressing Mental and Physical Health

Sleep Deprivation Is a Major Signal of Stress "Some clients will be in denial that they are financially anxious. Find out how they are sleeping". We have learned that the ...
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/ / Behavioral Finance

Clear the Fog Around Market Madness Stress

This article first appeared in Nasdaq. Stress-related brain fog is not only a health issue; it’s the blockage that can cause us to make poor decisions. As an advisor, it can ...
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/ / Behavioral Finance