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Adviser links: spreadsheet knowledge

Abnormal Returns

Podcasts Christine Benz and Jeff Ptak talk hourly financial planning with Mark Berg who is the founder of and lead advisor at Timothy Financial Counsel. Justin Castelli talks 'unanswered questions' with Melissa Joy about her chapter in "More Than Money."

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Conflict Resolution in Financial Planning

eMoney Advisor

By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan. Using communication skills derived from financial counseling , learn what would be a win for each of the partners.


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Finances In Marriage: How To Make It Work In 9 Steps

Clever Girl Finance

Be open to financial counseling. That way, things don't get too overwhelming or stressful. Remember, it's a conversation, so be sure to listen to your partner's perspective, ideas, and thoughts as well. Doing so can help you to find common ground and be a team.

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Understanding the Financial Challenges and Needs of the Mass Affluent Client

eMoney Advisor

To connect with High Tech, High Achievers, advisors should focus on blending technology and holistic planning to create financial recommendations that address every aspect of these investors’ lives.

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Helping veterans and military with financial planning

Nationwide Financial

The Office of Financial Readiness is a service for all active-duty, National Guard and reserve service members, their family members and survivors are eligible to receive no-cost financial counseling services here: [link].

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Transcript: John Hope Bryant

The Big Picture

And I own the company, and I was teaching, and we did this honorably because I was doing financial literacy for the residents, free financial literacy. If you had a credit score of 600 or 580, you had to go into financial counseling and coaching with my organization, Operation HOPE.

Banking 147