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Investment Advisor
August 2007
Olivia Mellan |
Are We Having Fun Yet? Sometimes we forget why we wanted money in the first place. Here's how to help your financial advisory clients enjoy the fruits of their labor.   |
Investment Advisor
January 2007 |
Retiring "Retirement" "Retiring" is a word, and concept, that's outlived its usefulness. Here are ways financial advisors can help clients entering their "third age" navigate this passage with optimism and fortitude. |
Investment Advisor
May 2008
Olivia Mellan |
Quittin' Time? How a financial advisor should respond to various situations faced by clients contemplating retirement: Fear of boredom... Couple with conflicting retirement dreams... Couple with a large age difference... Need to support parents... etc. |
Investment Advisor
October 2006
Olivia Mellan |
Nothing but Fear Itself When clients are grappling with psychological fears that exceed their tolerance level, financial advisors may be able to help them calm down and deal with their hobgoblins in a more rational way. Here, for example, are ideas on how to handle a number of scary situations. |
Investment Advisor
December 2006
Olivia Mellan |
Gone, but Not Forgotten When clients are contemplating the kind of legacy they want to pass on to their family, to society, or to a certain charitable cause, consider helping them to take stock of their deeply cherished values, beliefs, and life goals before they focus on the financial aspects of legacy transfer. |
Investment Advisor
August 2005
Olivia Mellan |
The Psychology of Advice: Blindsided Help your financial advisory clients keep life's little ambushes in perspective. |
Investment Advisor
December 2009
Olivia Mellan |
The Psychology of Advice: A Time Forgiving More than just a time for giving, the holidays can be a time for forgiving. Here are some ways you might apply this philosophy to situations that crop up in your practice around this time of year. |
Investment Advisor
May 2006
Olivia Mellan |
The Psychology of Advice: Toxic Friends From a psychological standpoint, here's what investment advisers can do when clients' pals provide risky investment tips. |
Investment Advisor
May 1, 2011
Olivia Mellan |
It's Not Working Retirement is great for some people; for others, not so much |
Investment Advisor
January 2009
Olivia Mellan |
Understanding Overspending Financial advisors Q&As regarding how to discuss spending cutbacks with their clients. |
The Motley Fool
June 24, 2010
Dayana Yochim |
3 Things Your Advisor's Too Scared to Tell You Man up, America: These are harsh words you need to hear about retirement savings, estate planning, and personal financial planning. |
Investment Advisor
October 2008
Olivia Mellan |
Long-Term Losses How can you cut your losses when they keep going on and on? |
Investment Advisor
August 2006
Olivia Mellan |
The Psychology of Advice: That Good Old College Try Here's how to help financial advisory clients deal with college planning anxiety. |
The Motley Fool
December 6, 2010
Dayana Yochim |
3 Things Your Financial Pro Will Never Tell You How to tell if the "help" you're getting is doing more harm than good. |
Investment Advisor
February 2010
Olivia Mellan |
The Psychology of Advice: Resolution Trust This column is dedicated to everyone who struggles with feelings of having broken their own resolutions and betrayed the trust of others. |
BusinessWeek
March 29, 2004 |
Ann Fudge on Making Choices The Young & Rubicam CEO talks about the benefits of stepping away from work and how her priorities changed because of it |
Salon.com
November 28, 2000
Garrison Keillor |
No place like home I love my family dearly, but do I have to spend holidays with them when they're all alcoholics, coke addicts, adulterers and screamers? |
Investment Advisor
December 2005
Olivia Mellan |
The Psychology of Advice: Under the Affluence When financial advisory clients come to you wondering what they should do with their money, help them identify the values and goals that are most important to them. Explore their feelings and desires on the deepest level, so you can help them move from fantasies to goals that are grounded in reality. |
Investment Advisor
October 2009
Olivia Mellan |
Give and Take Lately, many clients who want to share their wealth are finding they may not have enough of it left. A look at the state of charitable giving, and how advisors should deal with those in a state over having their philanthropic dreams dashed. |
Investment Advisor
March 2010
Olivia Mellan |
Letting Go It's hard to accept loss or change and move on into something new, different, and unknown. This issue becomes central to advisors whose clients are moving into their Third Age, that of retirement. |
Investment Advisor
June 2007
Olivia Mellan |
Turn, Turn, Turn Even when life's changes are good, coping with them can be daunting for you and your financial advisory clients. Here are some examples to help guide you in easing your clients' transition to new ways of life. |
Investment Advisor
July 2006
Olivia Mellan |
The Psychology of Advice: Unreal Estate With real estate prices having set new records in many areas of the country, clients' attitudes toward real property may lead to emotionally loaded financial questions or disputes that end up in your lap. Here are some ways you might approach helping clients sort out their options. |
The Family Room
Cheryl Gochnauer |
A Way With Words Though I work with words everyday, I still occasionally manage to be misquoted or misunderstood. And I guarantee you'll eventually run into the same thing as you share with others your hopes and aspirations regarding being, or becoming, a stay-at-home mom. |
Investment Advisor
September 2007
Olivia Mellan |
Stand By Me Successful financial advisors have very little client and employee turnover. Consider how these ideas for strengthening relationships might help you sustain the loyalty of your clients and fellow workers. |
Investment Advisor
January 2008
Olivia Mellan |
Splitting Heirs When parents and children are involved in divorce-related issues, it will be difficult (if not impossible) for an investment advisor to recommend financial strategies if they are still nursing unresolved wounds, anger, feelings of betrayal, or a thirst for revenge. |
Investment Advisor
April 1, 2011
Olivia Mellan |
And the Pass Is Incomplete Baby boomers are scheduled to inherit $8.4 trillion from their parents -- but don't expect it all to go smoothly |
The Family Room
Jonni McCoy |
An Odyssey Into Frugality: How I Became A Miserly Mom Parenthood brings about many changes -- but frugality was not one that I expected. My husband and I had a pleasant lifestyle. Adding a child made it even more pleasant. But, as the years went by, I could see that I had to make a choice. What was best for my child? |
AskMen.com
January 13, 2004
Eddie Chandler |
12 Ways To Balance Your Life If you spend too much time at work, feel that you never have enough time or energy for fun, or find that your lifestyle has become one of unhealthy excesses; you may need to find balance. |
The Motley Fool
April 27, 2006
Elizabeth Brokamp |
Ask Mrs. Riches: A Matter of Pride Would you be offended if someone gave you money? Mrs. Riches answers. |
Investment Advisor
May 2007
Olivia Mellan |
Standing Out When every other financial advisor is trumpeting their own virtues, how can you blow your own horn and get heard? |
Investment Advisor
June 2009
Olivia Mellan |
The Psychology of Advice: Getting Your Act Together There is considerable therapeutic value in the ability to 'act as if' you are confident in the midst of a serious setback. |
Investment Advisor
November 2007
Olivia Mellan |
Stressing for Success Tension, pressure, and pain -- just another day in the life of an advisor, however, the better you get at managing your own stress, the better you'll be able to help your clients when life throws them for a loop. |
Health
May 21, 2010
Alison Prato |
Jaime Pressly: How I Got This Body She shares how she lost the baby weight, how she deals with Hollywood's forever-young pressure, and what her ideal workout is. (It's so not yoga!) |
Investment Advisor
March 2007
Olivia Mellan |
Do You Believe in Magic? When it comes to financial matters, clients may think or act in seemingly irrational ways due to their fear of bad luck, their hopes for good fortune, or a belief that a certain outcome has resulted solely from chance. If you encounter such situations, here are some ideas on how to handle them. |
Investment Advisor
September 2009
Olivia Mellan |
The Psychology of Advice: Betrayal of Trust Everyone experiences betrayals in intimate relationships. The important thing is to learn how to work through them. |
The Family Room
Jennifer McCormick |
The Second Time Around What is that saying about things being better the second time around? Whoever first made this profound statement was obviously not a working mother with a two-year-old son and a baby on the way!... |
Health
May 18, 2009
Amy Spencer |
Brooke Shields Gives Back: Her Mission to Empower Girls And More It doesn't get more grounded than Brooke Shields. |
AskMen.com
Jasper Anson |
Early Signs Of Workaholism Are you becoming a workaholic? If these symptoms describe you all too well, don't despair; the solutions are here too. |
Health
November 19, 2009
Amy Spencer |
Valerie Bertinelli's New Body And New Life In 2007 after reaching 172 pounds, Valerie became a spokeswoman for Jenny Craig and lost 50 pounds; she now stays around 128 pounds. |
Financial Advisor
March 2011
Caren Chesler |
Homeward Bound In a tough economic environment, some clients must deal with their children moving back home. |
The Motley Fool
August 12, 2004
Robert Brokamp |
I Eat My Children's Scraps Parents who want to retire have to be extra-vigilant (and brutally honest) about where their money goes. But it is all worth it. |
CFO
January 10, 2007
Marie Leone |
Tuition Magicians When financial-aid prospects are dim, some parents find smart ways to boost their children's college funds. |
Investment Advisor
January 1, 2011
Angie Herbers |
If You Want Something Done, Ask a Busy Person Make yourself a more productive advisor by taking more time off. |
Health
February 18, 2010
Jancee Dunn |
The Realness of Felicity Star Keri Russell Let's face it: calling a celebrity "real" is a huge cliche -- but we just couldn't help ourselves with Keri Russell. |
Nutrition Action Healthletter
June 1999 |
Healing Broken Hearts Reversing heart disease with diet and exercise. |
Health
June 22, 2010
Amy Spencer |
Christina Hendricks: Curvy, Confident, Gorgeous Christina Hendricks is seriously channeling Joan Holloway, the take-no-prisoners office manager she plays on Mad Men. |
Health
August 14, 2008
Jancee Dunn |
Jennifer Love Hewitt: Healthy Inside and Out On a rare day off, Jennifer Love Hewitt shares how her body image has evolved, her get-fit tricks, and how her fiance has changed her life. |
AskMen.com
Jeff Bayer |
Help Your Teenage Son With His First Workouts Getting your teenage son on the right type of workout program for his body type and size is important. |
American Family Physician
November 1, 2000
Forrest Lang |
Curbside Consultation A Doctor Who Is Blamed for a Patient's Condition... |
Health
March 2008
Lynnette Khalfani-Cox |
Q&A: Get Healthy About Money How to end bottom-line battles, build up college savings, and more. |
