Our Thoughts

The Planner Is In: Are Financial Planners Now Acting As Therapists Also?

Talking about money and planning for the future can be stressful, so is it any wonder more and more financial planners find themselves acting as de facto therapists? Any student of behavioral finance understands that emotions drive behavior, and it’s only natural to assume that clients will have an emotional reaction to many of the ideas they discuss with a financial planner. Some planners are even pursuing certification in financial therapy. Communications Manager Eden Butler encourages you read more about the ever-evolving role of the financial planner.