The Advisor's Guide to Money Psychology - Hardcover

Mellan, Olivia; Christie, Sherry

Hardcover

ISBN 10: 1878604422 ISBN 13: 9781878604422

Publisher: Investment Advisor Press, 2002

Synopsis

Learn to build strong professional relationships that stand the test of time - and supercede the ups and downs of the financial marketplace - with expert Olivia Mellan's new guide. By mastering the basics of money psychology skills you'll better understand and serve your clients - while developing strong, long-lasting bonds that are the foundation of every practice. This "must have" bestseller covers it all, including:

An understanding of money personality types & gender differences

Couples polarization patterns

Loaded issues like loss, sudden wealth & values clashes

And preventing burnout in your practice

Get the skills needed to enhance your business and cultivate a practice that meets your needs and fits your personality.

About this title

About the Author:

Olivia Mellan has been an innovator in the field of money psychology and money conflict resolution since 1982. Today a speaker, psychotherapist, money coach and business consultant in Washington, DC, she began her career in 1974 specializing in women's issues, then in couples therapy, and finally in business therapy. She has published several critically acclaimed books, including Money Harmony: A Road Map for Individuals and Couples; Overcoming Overspending: A Winning Plan for Spenders and Their Partners; Money Shy to Money Sure: A Woman's Road Map to Financial Well-Being; The Client Connection: How Advisors Can Build Bridges That Last, and The Advisor's Guide to Money Psychology: Taking the Fear Out of Financial Decision-Making, all co-written with Sherry Christie. Her column for financial professionals, "The Psychology of Advice," appears regularly in Investment Advisor magazine. In 2006, Investment Advisor named her one of the 25 most influential people in the planning profession. Olivia has appeared on widely viewed TV programs including "Oprah," "The TODAY Show," and "ABC's 20-20." She is frequently interviewed on nationwide radio and in print. 
Sherry Christie has been helping people make better financial decisions for more than 30 years. In addition to the money psychology books she and Olivia have written, she edited Making Your Company Human: Inspiring Others to Reach Their Potential, by retired CEO Le Herron. A former advertising agency copywriter and executive, Sherry started her freelance financial writing business in 1991. Her client list has included Bank of America, JPMorgan Chase, SunTrust Bank, Nationwide Financial, and the Independent Community Bankers Association, among others. She also writes historical fiction, and in 2016 published Roma Amor: A Novel of Caligula's Rome.

About this edition

• Publisher: Investment Advisor Press
• Publication date: 2002
• ISBN 10: 1878604422
• ISBN 13: 9781878604422
• Binding: Hardcover
• Number of pages: 244