October is National Financial Planning Month — Watch CFP Board Chair Liz Miller on GMA & Download the Toolkit
In the News
The Keys to Finding Financial Harmony
Research shows that clients want to feel understood, and financial advisors can achieve this by following Dr. Preston D. Cherry's "KISS" principle, which emphasizes simplicity. He argues that while some advisors resist incorporating financial therapy, understanding a client’s attitudes, values and life goals is essential to effective financial planning, as outlined by CFP Board.
ThinkAdvisorJane Wollman Rusoff
December 30, 2024