Explore how psychological principles and the concept of permission impact financial planning. Learn about financial flashpoints, the stages of change, and the Self of the Therapist (SOTFT) to enhance client engagement and effective financial guidance.
Discover Adam Van Wert's journey to becoming a successful financial planner and shareholder at J.F. Williams Co.. Gain insights and tips for aspiring financial planners.
Our attitudes and beliefs about money have their roots in value-laden messages we have picked up along life’s journey. These money messages are not only clothed in the words of others, but in their behaviors as well.
Adam, a CFP® and Associate Financial Planner, shared an inspiring story about his relative’s 25-year commitment to a disciplined investment strategy. This story highlights the significant personal value achieved through unwavering dedication and raises an important question: should you manage your investments yourself or trust a professional?
We are thrilled to announce and celebrate a significant milestone in the journey of our esteemed colleague, Holly Pickens. Holly has successfully passed the Certified Financial Planner (CFP) exam.
Recently, investment advice has stressed staying consistent in strategy despite market fluctuations. This year, markets have been performing strongly, with gains and enticing opportunities like NVIDIA and crypto ETFs. However, the fear of missing out may lead investors to chase speculative trends.