On Mindfulness for Financial Planners

In “Integrating Interpersonal Neurobiology into Financial Planning: Practical Applications to Facilitate Well-Being” in May’s Journal of Financial Planning, Julie Fortin, CFP®, FBS®, CeFT®; Marlis Jansen, LMFT, FBS®; and Bradley T. Klontz, Psy.D., CFP® write about the intersection of Interpersonal Neurobiology and financial planning, and the increasing importance of the emotional intelligence of planners. “Client satisfaction and […]
person as bridge between two cliffs

On Trust and The Unknown

Rachel Botsman, the Trust Fellow at Oxford University, defines trust as “a confident relationship to the unknown.” Botsman’s podcast, Trust Issues is newish and I highly recommend bingeing the first season to get yourself up to date. In the episode entitled, I Don’t Know with Tea Uglow, Botsman and Uglow, of Google’s Creative Lab, have a warm, […]