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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

By Jane Wollman Rusoff December 30, 2024 ThinkAdvisor

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.

Read more at ThinkAdvisor

ThinkAdvisor
Jane Wollman Rusoff
December 30, 2024