Why "future you" should play a key role in financial planning

“As expected, participants who felt a greater connection to the future were much more willing to delay their gratification and wait for the bigger sum. To check whether this tendency for sound financial planning corresponded with real-life behaviour, [Hal] Hershfield next looked at his participants’ real-life savings. Sure enough, he found that the more the participant felt connected to their future self, the more money they had already squirrelled away.”

Thinking about the “future self” can boost happiness and financial security (David Robson)

The client experience

A conversation about financial planning for children with special needs (Greg Bartalos)

Why the human, personal client experience is still important (Joe Norburn)

The power of the follow-up question (Meghaan Lurtz)

The advisory profession

What’s going to be big for the profession in 2022? (Brett Davidson)

Even Fidelity is starting to embrace low-cost indexing (The Evidence-Based Investor)

Financial planning should always put the client first (Frugal Banker)

Work and business

What is the optimal workplace for your business? (Maria Roche, Andy Wu)

How one company shifted to the four-day work week (Allison Levitsky)

Making the most of your office hours (Meg Bartelt)

Adviser marketing

How do you know if you’ve picked a good niche? (Kristen Luke)

The digital content mistakes that can harm your brand (Irwin Hau)

The difference between a “niche” and a “nest” (Tony Vidler)

CONTENT FOR ADVISERS

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