Learn & Laugh Blog

How to Mitigate Transference and Countertransference Issues
October 31, 2023

How to Mitigate Transference and Countertransference Issues

Did you know a striking 97% of employers value soft skills as equally or more crucial than hard skills? This insight significantly applies to the financial advisory domain. Top-performing financial advisors excel not only in financial acumen but also in soft skills like emotional intelligence and client relationship management. These skills are vital in navigating […]
How to Navigate Clients’ Anxiety Around Change (Guide)
October 18, 2023

How to Navigate Clients’ Anxiety Around Change (Guide)

Did you know that a notable 64% of Americans report feeling anxious or stressed about money? This statistic has been underscored by multiple surveys, including the 2022 Policygenius Financial Anxiety Survey, which revealed that 64% of Americans are feeling anxious about their finances over the next 12 months​. If you're a financial advisor or coach, […]
How to Check Your Client’s Identity (Against AI Technology)
October 4, 2023

How to Check Your Client’s Identity (Against AI Technology)

The data is clear: According to a study by Sophos, 94% of cybersecurity and IT leaders across 14 countries encountered a cyberattack or security breach in 2022. But there’s a looming concern we, as an industry, need to address head-on: The rapid advancement of AI's ability to create deepfakes. Financial advisors, it's time for a […]
Financial Advisors - How to Use Behavioral Finance Concepts in Coaching Clients
September 27, 2023

How to Use Behavioral Finance Concepts in Coaching Clients

Did you know that Daniel Kahneman, a Nobel Prize-winning expert, found that people’s money choices are 90% emotional and just 10% logical? This significant finding underscores the vital role of behavioral finance—a field that delves into the psychological underpinnings of our financial choices. For financial advisors and coaches, understanding these emotional drivers is essential. What […]
1 2 3 4 24
Made with ❤️ in Riverside, CA & Farnham, UK
© 2024 Pulse360, Inc. All rights Reserved.
camera-videolaptopcrossmenuarrow-rightquestion-circle linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram