Emily Koochel

A Focused Approach To Financial Psychology: 5 Impactful Actions

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Here are five applications of financial psychology with the greatest positive impact on investors' overall satisfaction.

Keeping Your Clients From Fumbling A Financial Windfall

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As football season officially begins this month, financial windfalls and how they impact our psyche are top of mind.

The Female Breadwinner: Changing The Financial Conversation

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Women's wealth is on the rise, and our industry has the great opportunity to help champion their financial futures.

A Compassionate Approach To Financial Trauma

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Gaining an understanding of financial trauma is a crucial step in guiding your clients toward financial well-being.

The Female Breadwinner: Changing The Financial Conversation

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Women's wealth is on the rise, and our industry has the great opportunity to help champion their financial futures.

Addressing The Financial Planning Needs Of The LGBTQ+ Community

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There are several ways financial advisors can authentically serve the LGBTQ+ community.

Understanding The Source Of Money Conflicts

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By understanding the sources of financial conflict, advisors can offer clients a more personalized approach to planning.

Using Financial Psychology To Differentiate Your Practice

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Financial planners need to expand their value by equipping themselves with the knowledge and skills of financial psychology

Financial Psychology More Important Than Ever In Retirement Planning

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Financial psychology plays an increasingly important role in engaging and motivating clients to reach their goals.