Tag - financial planning

December 2020

Financial counseling

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 talked with coaching experts Saundra Davis who helps us see how financial planning practitioners can improve their practices and service to clients with specialty services.

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.

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

February 2016

Changing business practices to reflect new market realities

The importance for businesses of adapting to the ever-changing nature of competition in their markets