James Prochaska

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  6 Stages of Behavioral Change, Pt. 2: When Clients Don’t Follow Your Advice

  By Michael E. Kitces  |  March 28, 2013

  Whose fault is it when clients fail to follow your advice? Maybe it’s time for better training.

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  6 Stages of Behavioral Change: Pt. 1

  By Michael E. Kitces  |  March 22, 2013

  Whose responsibility is it when clients fail to follow your advice?

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  4 Misconceptions About Financial Advice From a Veteran Advisor

  By Gil Weinreich, AdvisorOne  |  July 31, 2012

  Paula Hogan has read the theoretical literature, and she’s contributed to it. She has also compared these theories to life in the advisor trenches and has some advice for her advisor peers.

• For More Third Age Insights . . .

  By Staff Writer  |  March 1, 2008

  Consider creating a library of resources to help boomer clients deal with issues of their 60s and 70s. These sources have been personally helpful or...

• Therapeutic Finance

  By Olivia Mellan  |  July 1, 2007

  A while ago, I took part in a committee retreat about teaching communication and counseling-related skills to financial planners. The discussion was sponsored by the...

• Change of Heart

  By Staff Writer  |  May 1, 2005

  Is change really possible? Chances are good that nearly every week you see clients who want or need to change themselves or their behavior. Why...