• 31 Jul 2015 10:39 AM | Anonymous member (Administrator)

    A 'Therapeutic' Approach to Financial Planning

    Advisers turn therapist to help clients understand their ‘money scripts’ 

    July 31, 2015

    By Anne Tergesen          

  • 16 Jul 2015 10:42 AM | Anonymous member (Administrator)

    Dr. Klontz’s Financial Therapy Aims to Cure Your Clients’ Fear of Change

    Brad Klontz, a psychologist and CFP, talks about the four paradigms that drive investors’ money behavior (and conflicts) 

    July 16, 2015

    By Jane Wollman Rusoff

  • 08 Jan 2015 4:33 PM | Anonymous member (Administrator)

    The Advisor Training and Consulting Program provides financial advisors with the latest financial behavior knowledge and interventions. Completion of 24-months in the training program and demonstrated competency meets the training requirements for certification as a Financial Behavior Specialist™ (FBS™).  

    You can learn more about the program here.   

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