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 May 2018

Cover Story

Does Your Advice Stick?

by Moira Somers, Ph.D.
This excerpt from the new book Advice That Sticks: How To Give Financial Advice That People Will Follow tells planners to anticipate non-adherence from clients and offers strategies for delivering more effective advice.
   

WEBINAR

May 16, 2018: 2pm Eastern -- Journal in the Round: Behavioral Finance and Delivering Financial Well-Being

In this month's Journal in the Round,  Dr. Shachar Kariv, chief scientist of TrueProfile, one of the world’s top game and decision theorists and the recent chair of economics at UC Berkeley, will join Think to Perform CEO Doug Lennick to discuss their passion for behavioral finance and its essential role is shaping the future of financial advice.


Practice Management

Need a Succession Plan? 3 Questions to Help You Get Started

by Michael Futterman
A solid succession plan may take seven or even 10 years to implement. Begin contemplating these questions now and you’ll be ready to take the next steps toward your own retirement.


Contribution 

Clients’ Perceptions of Their Financial Futures Predict Choices

by Phillip P. Zepp and Stuart J. Heckman, CFP®, Ph.D.
Financial planners can use the results of this study to help clients feel connected with their financial future. Increasing the connection between clients and their financial future may help them become more dedicated to reaching their financial goals.

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Sponsored Content 

If the Medium is the Message, What Message Are You Sending?
by David Mehlhorn, Redtail Technology

Were you aware that the communication channels you choose to reach out to your clients can be as important as the actual content of your communications?

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