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.

• 

  Seeking Wealthy Divorcées as New Clients

  By Olivia Mellan, Sherry Christie  |  September 25, 2012

  If you’re looking for an attractive source of new business, you might consider high-net-worth divorcées who aren’t being well-served by their current advisor.

• 

  What Divorcing Wives Fear Most

  By Olivia Mellan, Sherry Christie  |  September 25, 2012

  More older people--the boomers--are divorcing, and increasingly it's women initiating proceedings. Tips for advisors working with divorcees or those contemplating divorce.

• 

  Madame Ex: Advising ‘Gray Divorcees’

  By Olivia Mellan, Sherry Christie  |  September 25, 2012

  We all know the cliché of the older divorcing couple: The husband, in the throes of a midlife crisis, dumps his aging wife for a younger cutie. But Boomers are turning this cliché on its head.

• 

  The Baby Boomer Bust-Up: Advising ‘Gray Divorcés’

  By Olivia Mellan  |  August 21, 2012

  They’ve been called the "gray divorcés," and their numbers are growing. Are you ready to serve them well?

• 

  How to Succeed at Referrals (Without Even Asking)

  By Olivia Mellan  |  July 24, 2012

  Why don’t we do a better job of generating referrals? Marketing coach Stephen Wershing thinks we’re not going about it the right way.

• 

  When Your Own Skills Aren’t Enough: Psyche, Hearth and Children

  By Olivia Mellan  |  May 22, 2012

  More and more clients are looking for life solutions these days.

• 

  Get Organized to Provide Help

  By Olivia Mellan  |  May 1, 2012

  It’s well worth the investment of a few hours to create and maintain a file of resources that could make a world of difference to your clients, your family and your co-workers.

• 

  When Your Advisory Skills Aren’t Enough

  By Olivia Mellan  |  April 24, 2012

  Many times, a life challenge your clients are facing will keep them from working productively with you. Here are some examples of how to tap outside networks of support to deal with addiction, debilitating illness, aging and parenting.

• 

  Advisors Weigh In On Client Advisory Boards

  By Olivia Mellan  |  March 27, 2012

  A financial advisors’ group on LinkedIn.com recently had a lively discussion of client advisory boards, started by an advisor who asked for the opinions of colleagues who had established a board

• 

  How Are We Doing?

  By Olivia Mellan  |  March 26, 2012

  All too often we think the advisory process is going really well, when in actuality the client doesn’t feel heard or understood and is dissatisfied with the way things are proceeding.