The Mental Health Trade-Off: When Spending More Money Might Be The Right Choice
Mental health is a factor in making a financial decision. Making financial decisions based solely on mathematical calculations of...
Financial Counseling and Coaching for the Client and the Practice
In the lifecycle of financial planning, coaching and counseling are similar in approach but serve different purposes. Dr. Chien...
How to Counsel Clients Without Shaming Them
Unintentional client shaming can result from thoughtless word choices and body language during financial counseling and may damage the...
Award Winner in the Business: Personal Finance/Investing category of the 2020 Best Book Awards sponsored by American Book Fest
Award Winner in the Business: Personal Finance/Investing category of the 2020 Best Book Awards sponsored by American Book Fest.
Award-Winning Finalist in the Business: Personal Finance/Investing category of the 2020 International Book Awards
CHARLOTTE – Value Growth Institute is pleased to announce, Dr. Chia-Li Chien's latest peer-reviewed research book "Enhancing Retirement Success...
Save Your Business during the Coronavirus Crisis
During the Coronavirus crisis, small businesses and private nonprofits without standby working capital should consider disaster loan assistance from...
Do-over Exit?
Redoing your exit from your financial planning practice will not be necessary if you employ the proper planning steps,...
The Future of Financial Advising
Automating financial advising in some areas cannot compete with good old-fashioned family role models and learning from examples.