-
Helping Clients Prioritize Debt Repayment
Debt is one of the biggest obstacles to financial freedom. Yet many clients don’t know […]
-
Gamifying Finance for Better Client Engagement
Finance doesn’t have to be boring. In fact, adding game-like elements to financial education and […]
-
Dealing with Emotional Financial Decisions
Money is emotional. Behind every investment or purchase is a mix of fear, hope, habit, […]
-
How to Present a Financial Plan That Clients Understand
Even the most detailed financial plan is useless if the client doesn’t understand it. As […]
-
Explaining Risk vs. Return to Clients
One of the most fundamental — yet often misunderstood — concepts in investing is the […]
