February Monthly Meeting
The Psychology of Estate Planning
Psychologists say it is common for people to feel paralyzed when facing a financial decision, especially one that involves a significant chunk of their assets. Their inaction is played out in many ways, often silently, invisibly and with potential consequences to an individual’s future financial security.
In this session we will discuss:
- how to identify common emotional roadblocks
- how to stay aware of nonverbal cues that counteract what the client is saying
- how advisors can help clients uncover their own roadblocks
Advisors will learn how to react when clients are paralyzed by indecision and help them move forward.
Holly is a fee-only financial planner. Before starting her practice she spent 21 years in banking, primarily with First Union/Wachovia (now Wells Fargo) where she served as a Senior Vice President in the Private Wealth Management division. Holly holds 2 masters degrees from the University of South Florida: an MBA in Finance and MIS; and an M.A. in Economics. She received her B.A. in economics from Davidson College in 1986 and CFP® certificate in 2004.
Holly has been a featured speaker on the psychology of money in diverse venues, from university classrooms to national conferences. Quoted in the Wall St. Journal, Investment News, Financial Advisor, Money, and More magazines, her area of interest is money conversations between clients and professionals. Her 2013 book, The Mindful Money Mentality: How to Find Balance in Your Financial Future, was called “..a great addition to an advisor’s shelf, as well as a hugely valuable book for clients who are at a personal and financial crossroads” by NAPFA Advisor magazine.