Family/marital issues, health issues, grief, religion: just a few of the non-financial topics that advisors work through with their clients. A few years ago, a large-scale study of advisors yielded a wealth of information on the evolving role of financial advisors as coaches (Dubofsky & Sussman, 2009). The research, which included approximately 1,400 advisors associated with either the FPA or CFP board, highlighted the topics, challenges, and critical incidents faced by advisors related to non-financial …
We recently acquired a so-called Lazy Susan. You know, one of those devices that you set on a dining table to spin around and send the salt and pepper to anyone at the table. At the risk of encouraging laziness, with so many people around our table at dinnertime, it seemed to be a net gain. And to my knowledge, there are few substitutes for this simple device. There isn’t an app on my phone …