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What Your Financial Adviser Needs to Know About Your Brain

  • November 2nd, 2015
  • Time

Behavioral economist Richard Thaler explains why financial professionals need to be familiar with psychology. Daniel Kahneman and Amos Tversky legitimized behavioral economics—the study of how people really behave around money, as opposed to how economists say a rational person ought to behave. Read the rest of the article on Time.

A Simple Tool for Getting Better Financial Advice

  • November 2nd, 2015
  • Time

If a financial adviser doesn’t know what’s going on in a client’s life, the advice will suffer. Here’s one easy way to fix that. True story: Many years ago, I was meeting with a married couple for an initial data-gathering session. Halfway through the three-hour meeting — the first stage in developing a comprehensive financial… Read More

3 Questions That Will Put Your Finances — and Life — on the Right Track

  • December 22nd, 2014
  • Time

Financial planning guru George Kinder has a powerful tool for helping people set priorities for their money…and their lives. Here it is. Few things seem more diametrically opposed than managing money and spiritual enlightenment. But not everyone sees it that way. Some very influential people in the financial advisory community have dedicated their lives to… Read More

Dealing With the ‘Personal’ in Personal Finance

  • September 1st, 2014
  • Time

To really help people, financial planners have to delve into the the feelings and emotions that drive their clients’ financial decisions. One planner explains why that’s so hard. While most of us financial advisers want to do the best for our clients, we often struggle at the task. The main problem, as I recently wrote:… Read More

People Ignore 80% of What Their Adviser Tells Them. Here’s Why.

  • July 28th, 2014
  • Time

I’ve heard it estimated that out of all the financial and estate planning recommendations that advisers make, their clients ignore more than 80% of them. If there’s even a shred of truth in this stat, it represents a monumental failure of the financial advice industry. Unfortunately, I think there’s a lot of truth to this… Read More


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