DataPoints in Action: Fintentional®

A well-designed financial plan can help clients achieve more than just financial goals. We talked with Michael Palazzolo, founder of Fintentional®, about how his firm helps clients achieve life goals in the context of financial planning. Michael is a former software engineer who started his transition to financial planning in 2007 and became a Certified[…]

Advisors: Role Expansion to Coaching

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[…]