We found a match
Your institution may have access to this item. Find your institution then sign in to continue.
- Title
Financial Planner as Healer: Maximizing the Role of Financial Health Physician.
- Authors
Klontz, Bradley T.; Van Zutphen, Neal; Fries, Kate
- Abstract
• Money is a significant source of stress in the lives of three out of four Americans, above issues such as work, health, children, and family. Chronic financial stress is associated with serious health, occupational, psychological, and relational problems. • Financial planners are uniquely positioned to offer the knowledge, tools, and processes to help clients decrease their financial stress and thereby improve clients' physical health, psychological health, occupational functioning, and relationships. In this regard, financial planners share the attributes of other types of healers including medical and mental health professionals. • Embracing the role of the financial planner as a healer can help financial planners better serve their clients and communicate their unique value proposition. • Four common factors that financial planners share with other healers are identified, along with 10 ways planners can maximize their roles as healers, provide more comprehensive services to clients, enhance client acquisition and retention, and improve the financial health of their clients.
- Subjects
FINANCIAL planning; FINANCIAL planner-client relationships; FINANCIAL planners; FINANCIAL stress; FINANCIAL management; ATTITUDE (Psychology)
- Publication
Journal of Financial Planning, 2016, Vol 29, Issue 12, p52
- ISSN
1040-3981
- Publication type
Article