Dr Gizelle Willows CA(SA)’s Post

I'm excited to share my latest publication - a recent study on developing good financial habits has been published. Several of my K-State Personal Financial Planning Program colleagues (Ashlyn Rollins-Koons, Ph.D., CFP®Gregory Anderson, CFP®, MBA Nathan Collier MBA, CFP®Blake Gray) and I researched the crucial balance between financial knowledge and the development and maintenance of healthy financial behaviors like saving for the future. It builds on previous research by Rha et al.(2006) that used the behavioral lifecycle hypothesis to examine the relationship between self-control and savings. https://lnkd.in/gGGDPzzp

Learn how to add behavioral assessments to your financial planning practice in our upcoming demo session on May 20th. Register here. https://hubs.li/Q02w3fBP0

During a panel discussion, Vuledzani Dangale highlighted the significance of integrating emotional intelligence into financial planning. By understanding clients' biases and guiding them through market volatility, we can help them stay focused on their long-term financial goals. #BehavioralFinance #EmotionalIntelligence #ClientRelations #FPIConvention The Financial Planning Institute SA

SO fun to write the lead article for the Next Gen Planner section of the Journal of Financial Planning! As financial advisors, our goal is to help our clients improve their financial wellness...but everyone's situation is unique and it can sometimes to be hard to track progress towards financial well-being. Check out my article for some creative ways to measure progress, apart from simply tracking portfolio performance, so you can provide motivation and encouragement that's tailored to your client. Financial Planning Association (FPA) FPA NexGen

Concurrent Financial Planning and Dr. Preston D. Cherry, AFC®, CFT-I™, CFP®, I thoroughly enjoyed the conversation. We have to do it again. Cheers! Tune in... https://loom.ly/XgM9shI

Our article on Retiring Comfortably was published in the Financial Planning Association (FPA) SmartBrief Newsletter. You can read the article here: https://lnkd.in/e-He5kYS

See my latest peer reviewed research article on virtual financial planning in the Journal of Financial Planning with Nathan Collier MBA, CFP® , Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™ , and Darin Carroll.

In The College for Financial Planning's 2024 Survey of Trends, CFP® professionals lead in career satisfaction, confidence in speaking with clients and the impact of certification on growing their client base. That's why It's Gotta Be A CFP®. CFP Board #CFPPro #financialplanning

Delve into the intricate connection between emotions and financial satisfaction! Read the latest article in Financial Planning Review to find out how financial planners can help clients manage their emotions and feel confident about their money.  https://lnkd.in/eYBZ2x8a #FinancialPlanningReview #CFPpro #FinancialPlanning Stephen Horan, Ph.D., CFA, CIPM, CAIA

This Financial Planning week Chartered financial planner Ben Rogers APFS discusses the methods he uses at Equilibrium Financial Planning to facilitate courageous conversations between clients and their families and why it is important to break down barriers around talking about money… https://bit.ly/3HyaMbW