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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  Finding Balance in Your Busy Life

  By Olivia Mellan  |  February 22, 2012

  Wellness and work-life balance are becoming more and more important for financial advisors.

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  Learning to Speak Your Client’s Language

  By Olivia Mellan  |  February 1, 2012

  The best financial advisors know how to tune into each client’s money history and individual story.

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  Get Real

  By Olivia Mellan  |  December 28, 2011

  He’s silver-haired and distinguished. She’s cute and toned.

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  Scoring a Couple’s Retirement Readiness

  By Olivia Mellan  |  December 28, 2011

  How well are couples communicating with each other about retirement?

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  Helping Couples Get More in Sync

  By Olivia Mellan  |  December 28, 2011

  How can couples communicate more effectively about retirement issues?

• How Advisors Can Deal With Client Cultural Differences

  By Olivia Mellan  |  December 27, 2011

  Some advice for advisors on how to interact with clients who different cultural perspectives.

• The Pursuit of Happiness

  By Olivia Mellan  |  November 28, 2011

  During nearly 40 years as a psychotherapist, I’ve tried to help people learn to love themselves and treat themselves well in the deepest sense.

• Transcending the Zoo Within You

  By Olivia Mellan  |  November 28, 2011

  When people research investments, the result can be misleading if they only do a logical analysis.

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  Your Best Investment Ever?

  By Olivia Mellan  |  November 1, 2011

  As adults, we feel best about ourselves when we grow, change and become more whole over the course of our lifetime.

• The Faces of Risk

  By Olivia Mellan  |  October 1, 2011

  People often think of risk as a negative, but risk tolerance is a balance point between too much risk and not enough risk.