Syndicated financial columnist and talk show host Steve Savant interviews Dr. Barb Provost, adjunct professor at Roosevelt University in Chicago. With multiple Masters Degrees and a Doctorate in Adult and Continuing Education, Barbara Provost MS EdD is an expert in how adults learn. Her insights into women and money are considered at the forefront of the most neglected demographic among financial advisers. She has also developed training programs for Fortune 100 companies and is a Certified Coach of the International Coaching Federation.
How Past Life Events Impact Future Financial Decisions – PART 2
Other events can trigger the need to seek financial advise, generally seeking a referral from friends and family like an inheritance, purchasing a new home or entering into retirement. It’s clear that there is a life cycle involved with financial planning. Financial planners who have built relationships with their clients will be able to get in front of these life changes and proactively assist their clients. And when they know their clients past dealings with money, they can have anticipate their future needs.