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.

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  Your Client’s Brain: The Incredibly Changeable Brain

  By Olivia Mellan  |  March 4, 2013

  Dr. Daniel Siegel’s research rebuffs the notion that our brains are hard-wired from birth.

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  Second Thoughts: Making Better Decisions

  By Olivia Mellan, Sherry Christie  |  February 25, 2013

  When messages from a client's rational and emotional minds are contradictory, we need to arrive at a resolution that integrates them.

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  More Food for Thought: Your Brain Behavior Reading List

  By Olivia Mellan, Sherry Christie  |  January 21, 2013

  Check out more literature about brain behavior

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  Double Think: Winning the Battle Over Your Clients’ Two Brains

  By Olivia Mellan, Sherry Christie  |  January 21, 2013

  It’s impossible to read minds, but an understanding of how people’s brains work can help you better serve clients.

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  Investment Decisions: Men’s Brains Are From Mars, Women’s Are From Venus

  By Olivia Mellan, Sherry Christie  |  January 21, 2013

  Financial decision-making is also influenced by gender differences, according to psychology professor Paul Greenberg.

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  Storm Urges

  By Olivia Mellan  |  December 21, 2012

  “Expect the best, but plan for the worst” is advice you’ve probably given your clients for years. But what happens when the worst is worse than their most awful fears?

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  Transformational Philanthropy: Cam Thornton on Benefits to Clients and Advisors

  By Olivia Mellan  |  November 20, 2012

  Adopting Your Legacy Foundation's approach to wealthy families and philanthropy provides benefits to clients, their families and advisors. Cam Thornton explains "transformational philanthropy."

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  A House Divided: Help Client Couples Work Together

  By Olivia Mellan  |  October 23, 2012

  During the 30-plus years I’ve been counseling couples and teaching them how to resolve conflicts, I’ve identified many ways they tend to polarize around money.

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  Divorce + Recession + Retirement = Oh, My!

  By Olivia Mellan, Sherry Christie  |  September 25, 2012

  “Markets go up and markets go down” is the philosophical view of a financial advisor who participates in attorney Linda Gross’ “collaborative divorce” study group.

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  Why More Wives Are Calling It Quits

  By Olivia Mellan, Sherry Christie  |  September 25, 2012

  Dr. Susan Brown she suggests that women tend to be more attuned to changes in marital quality.