What Are Best Practices in Values Clarification?
In order to choose the values clarification methods that would work best in your client experience, its important that you […]
Effective Communication
Why Are Values So Tricky?
If personal values are so crucial to our individual identity, decision-making, and overall satisfaction in life, why do many of
What Are Values, Anyway?
We now have definitive research indicating that a client’s trust in and commitment to their advisor has a strong statistical
Why Positive Encouragement Often Fails
Have you experienced working with a client who has dragged their feet, procrastinated, or downright refused to make a change?
Advice Kills Conversation
Marty Kurtz, a financial planner for nearly four decades, past Financial Planning Association president, and long-time mentor of mine, has