Openness to Change in Personal Finance

If you’ve spent any amount of time contemplating how you might improve the condition of your health, career, finances, family, spirituality, or other important element of your life, you may inevitably reach the conclusion that a change of some kind is required. Many readers of our blog and books share a common conundrum: they acknowledge a change is necessary (either for themselves or for their client), but they also instinctively know that actually making the[…]

On Using Assessments to Screen Prospects

While visiting Santa Cruz last year in August at the FPA Far West Roundup, I stepped into a surf shop on the wharf and saw a magic 8-ball for sale (I’m still not exactly certain what magic 8-balls and surfing have to do with each other). I hadn’t seen one of these things in quite some time, and it reminded me that, much like many of the other toys and games our children play with, the[…]

Technology For The Relationship-Side of Financial Planning

We recently met with Bill Winterberg from FPPad to demonstrate the DataPoints platform for advisors and chat about financial planning, what keeps all of us from succeeding in meeting our goals, and how behavioral science can help us improve our financial decisions. In this video, you’ll see how behavioral assessments can identify key wealth factors and how a framework for talking about financial decisions allows for better conversations and guidance. Watch the demo here, and[…]

Picking Yourself

Picking Yourself Requires Some Serious Planning

Who will you pick to do the work that matters most to you? There are problems to be solved, ideas to grow, and injustices that need to be addressed. Who have you decided will take on these tasks and this work? If you are considering the creation of a new business, volunteer effort, or any other project where YOU will be the one doing the important work, then you are considering “picking yourself”. Here is[…]