Olivia Mellan

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  The 2013 IA 25 Slideshow: Thought Leaders

  By Editorial Staff  |  May 6, 2013

  Among the most influential people in the industry are the researchers, economists and consultants whose work shapes the way advisors do business these days.

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  The 2013 IA 25 Special Report

  By Editorial Staff  |  April 29, 2013

  With the 2013 IA 25, our 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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  Crossing Paths: The 2013 IA 25

  By Editorial Staff  |  April 29, 2013

  With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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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.