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May 2017


MAY 31, 2017 Journal in the Round - Behavioral Finance and Blending Theory with Your Practice

Please note that CE credit is only for the live version of the course, and not the recording.

Join May's Journal contributors Brad Klontz and Kol Birke as they look at the powerful research being done on financial psychology, zeroing in on the practice-oriented techniques for planners to better understand, assess, and intervene in helping to shape the client financial beliefs and behaviors that can improve their financial and overall well-being. 

Cover Story

The Science of Helping Clients Change

by Kol Birke, CFP®
Explore some research-backed concepts and techniques on how people change.

Practice Management

Transforming from ROI-Centric Planning to Return on Life Planning

by Mitch Anthony and Steve Sanduski, CFP®
The old way of quantitative advice is dying a quick death.


Tightwads and Spenders: Predicting Financial Conflict in Couple Relationships

by Sonya L. Britt, Ph.D., CFP®; E. Jeffrey Hill, Ph.D.; Ashley LeBaron; Derek R. Lawson, CFP®; and Roy A. Bean, Ph.D.
Determine how spending personalities contribute to financial conflict between partners and learn some strategies to potentially reduce those conflicts.


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ETF Research: The Quant Perspective

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Blog: New Estate Planning Model Takes Care of Families

It’s time to end the “transactional” approach to estate planning. Learn how your employees can work with clients on a regular basis to ensure satisfaction with both their estate plan and your firm.

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