On EQ, Financial Planners, and Mindfulness

In our CORE training at the Financial Transitionist Institute, we talk about Daniel Goleman’s five components of EQ as described in his seminal book: Emotional Intelligence: Why It Can Matter More Than IQ. self-awareness self-regulation (emotional control) self-motivation (internal motivation) empathy soclal awareness Emotional Intelligence springs from awareness. Recognition of one’s inner states as well […]

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 […]

On Self-Awareness and Hogwarts Houses

In Why Self-awareness is a Gift, Gregory J. Hahn writes: “Self-awareness is the foundation of emotional intelligence. Paradoxically, self-awareness is a gift we cannot give to someone else. But, an assessment can help to release that gift for us.” He’s talking about the StrengthsFinder assessment (CliftonStrengths), which I have taken, in addition to probably every […]