The Power of Money

Pullen, Courtney
December 2010
Journal of Financial Planning;Dec2010, Vol. 23 Issue 12, p50
Academic Journal
The article focuses on issues concerning money and how financial planners address their clients in talking about money issues for financial planning. It presents three reasons why people struggle emotionally with money which include culture, childhood conditioning, and psychological relationship with money and the individual. It offers suggestions for advisers to effectively discuss money matters with their clients including the establishment of a conscious relationship with money.


Related Articles

  • Motivating and Helping the Overspending Client: A Stages-of-Change Model. Grubman, James; Bollerud, Kathleen; Holland, Cheryl R. // Journal of Financial Planning;Mar2011, Vol. 24 Issue 3, p60 

    Severe overspending habits can be highly resistant to change because they share many characteristics of addictions. Prochaska's Stages-of-Change Model has been used effectively in treating addictions and has been helpful in debt counseling. This article explains the Stages-of-Change Model using...

  • Planting the seeds of good advice. Griffin, Ray // Money Management;8/18/2005, Vol. 19 Issue 30, p18 

    Comments on the need for financial advisers to win over the trust of the general public in Australia. Condition of the infrastructure for financial planning in terms of building a profession; Importance of improving the rate of professional culture which is becoming entrenched among both...

  • Skala Postaw Wobec PieniÄ™dzy SPP. Konstrukcja i walidacja narzÄ™dzia pomiarowego. GĄSIOROWSKA, AGATA // Polish Journal of Economic Psychology/ Psychologia Ekonomiczna;kwi2013, Issue 3, p20 

    Money attitudes are defined as relatively stable dispositions to emotional reactions toward money, together with the accompanying evaluations, opinions, and capabilities ascribed to money and the dispositions to certain financial behavior. This paper presents a new Polish scale to measure money...

  • Understanding Our Relationship with Money. Gallo, Eileen F. // Journal of Financial Planning;May2001, Vol. 14 Issue 5, p46 

    Narrates the author's experience in using a three-dimensional model of money relationships. Application of the model in the medical and estate planning field; Information on the concept of money personality developed by psychologists; Discussion on emotions surrounding money.

  • Making financial health an employee benefit. ALMAZAN, RENE // Inside Tucson Business;2/20/2015, Vol. 24 Issue 17, p7 

    The article offers the author's insights related to financial programs for the employees. He states that according to a research, Money is the number one source of psychological stress in America, which applies to military service members and civilians. Also provided are ways on how business...

  • Instant planning. Richards, E. Gordon // CA Magazine;Sep94, Vol. 127 Issue 7, p57 

    Discusses the importance of comprehensive financial planning. Business opportunity for chartered accountants; Delivering of financial services within clients' cost constraints; Advantages of computerized comprehensive financial plans; Requirements for the preparation of a computerized...

  • Case Study: How to make the most of fixed protection. McAinsh, Darren // Money Marketing (Online Edition);1/16/2014, p67 

    The article presents a case study discussing how make the most of fixed protection in Great Britain. It is said that financial advisers should know the deadline for fixed protection 2014 as this can offer interesting planning opportunities for clients. The case refers to a 55-year-old single...

  • Freedom to choose. Davidson, Ian // CA Magazine;May2000, Vol. 133 Issue 4, p44 

    Discusses the basics of financial planning and topics the financial planner should include in a client's plan. Aspect of financial planning; Benefits of financial planning; Role of a financial planner.

  • Where Widows Go. Bradley, Susan // Financial Planning;Oct2010, Vol. 40 Issue 10, p144 

    The article discusses the reasons why most widows switch financial advisors when their spouses die. Recent research shows that 70 percent of widows seek out new financial advisors after the death of their husbands. According to the author, part of the problem is that advisors think that widows...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics