The Financial Planner of the Future

The financial planning profession is changing as advisors move toward a more “holistic planning approach” that incorporates financial psychology, writes Emily Koochel, Ph.D., AFC®, CFT-I™, a contributor to CFP Board’s “The Psychology of Financial Planning” book. One reason for the change? Women advisors are more likely to feel it is important to provide a personalized financial planning experience.

Read more at LifeHealth