News, Vision & Voice for the Advisory Community


In what may be a first, an RIA brings on a psychologist as a financial planner

The move is designed to break through the paralyzing ambivalence that keeps clients from believing in their goals enough to plan

Author Kelly O'Mara April 16, 2012 at 4:21 AM
no description available
Brad Klontz sold his truck and invested the proceeds in bad stocks. Now he counsels people with similar dysfunction.

George Kinder


Loren Kayfetz


Brad Klontz

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

RIABiz Directory sponsored by:

Directory Sponsor Logo