Olivia Mellan

About the Author

Olivia Mellan

Olivia Mellan, a speaker, coach and business consultant, is the author with Sherrie Christie of The Client Connection: How Advisors Can Build Bridges That Last, available through the Investment Advisor Bookstore. She also offers money psychology teleclasses and facititates intregenerational retreats for wealthy families. Email Olivia at moneyharmony@cs.com.

• Pledging to Care

  By Olivia Mellan  |  April 29, 2013

  The Pledge to Care helps establish an understanding among family members about why and how they will approach managing an elderly parent’s financial affairs, should it be necessary.

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  When Older Clients Falter: Mary Malgoire on Advisors’ Role

  By Olivia Mellan  |  April 29, 2013

  Advisors may be the first to see signs of mental decline in older clients. Mary Malgoire, founder of The Family Firm, an advisory firm in Bethesda, Md., has given this issue a great deal of thought.

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  Undereducated and Underserved—Still

  By Olivia Mellan  |  April 1, 2013

  As a therapist, coach and author, I’ve been involved for decades in an effort to educate and empower more women about their financial choices.

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  Your Client’s Brain: Improving Financial Decisions With ‘Brain Extenders’

  By Olivia Mellan  |  March 27, 2013

  Paul Greenberg uses technology to supplement the memory abilities of older clients, leading to better decision-making.

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  Your Client’s Brain: Coping as Your Clients Age

  By Olivia Mellan  |  March 26, 2013

  As the brain ages, there is a decline in the ability to make decisions matched by a misplaced confidence in that ability.

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  Your Client’s Brain: How to De-Stress

  By Olivia Mellan  |  March 21, 2013

  Linda Graham's techniques couple a traditional approach with knowledge of how the brain works, allowing you to use your heart to calm your brain.

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  Your Client’s Brain: Can’t Make a Decision? Flip a Coin (Really!)

  By Olivia Mellan  |  March 19, 2013

  The work of Dan Ariely and Linda Graham suggests one simple yet effective way to help clients make a decision.

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  Your Client’s Brain: ARIA—How to Quiet the Brain to Inspire Insight

  By Olivia Mellan  |  March 14, 2013

  David Rock offers techniques to foster insight using our understanding of brain functions.

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  Your Client’s Brain: How to Keep Your Brain Healthy

  By Olivia Mellan  |  March 12, 2013

  The lessons of the Healthy Mind Platter can guide you and our clients to a healthier work-life balance.

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  Your Client’s Brain: What Makes Us So Vulnerable to Stress?

  By Olivia Mellan  |  March 6, 2013

  Neuropsychologist Rick Hanson explains why stress is so, um, stressful.