Tag - Chia-Li Chien

December 2020

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 client-advisor relationship. A clinical psychologist offers advice on how to avoid shaming.

November 2020

July 2020

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 Rates in the United States: Leveraging Reverse Mortgages, Delaying Social Security, and Exploring Continuous Work," was named Award-Winning Finalist in the Business: Personal Finance/Investing category of the 2020 International Book Awards. Chia-Li Chien, Ph.D., CFP®, PMP®, is the Succession Program Director of Value...

October 2016

Coping with the Costs of College

Pursing a bachelor’s degree means making a financial purchase decision. Don’t overspend; do manage your finances with an eye toward enhancing professional preparation.

Recognize Behavioral Signs before Your Emotions Take over in Making Strategic Financial Decisions

Many of our key financial decisions take place in the midst of emotionally stressful circumstances (weddings, illnesses, deaths, births). What should decision-makers guard against to help ensure solid financial choices?

March 2016

Managing Major Business Change

When events in the life of a business necessitate a shift in the terms of operation, how will you manage the necessary changes