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Building Relationships Remotely: A Guide for Financial Professionals
When coaching financial professionals, a common question that arises in today’s digital world is, “How do I create a relationship...
Lori Curtiss
Jul 26, 20243 min read
Unveiling the Real Value of Financial Planners
In the vast landscape of personal finance, navigating without a guide can seem daunting. With the rise of social media, criticisms of...
Lori Curtiss
Apr 20, 20242 min read
Nurturing Healthy Money Mindsets in Kids: A Parent's Guide
As parents, we often wonder how to impart valuable lessons about money to our children. It's a complex question with no one-size-fits-all...
Lori Curtiss
Feb 29, 20242 min read
How Can a Financial Coach Help Me Reach My Financial Goals?
In Canada, when looking for a Financial Planner, I would suggest finding someone who holds the Certified Financial Planner designation or...
Lori Curtiss
Jan 30, 20243 min read
Welcome to 2024!
Personally, I don't typically make New Year's Resolutions; I'm not really into the whole "new year, new me" idea. However, as the...
Lori Curtiss
Jan 11, 20241 min read
Financial Comfort Zones
Have you ever heard about lottery winners who quickly spend all their winnings or athletes earning millions but struggling to pay taxes?...
Lori Curtiss
Dec 19, 20232 min read
Changing Financial Habits - It is a Reflective Journey
Last time we delved into the fascinating realm of neuroplasticity, unravelling the intricacies of our brain’s ability to transform and...
Lori Curtiss
Dec 5, 20231 min read
Why Getting Comfortable with Being Uncomfortable Works
Have you ever found yourself in a situation that made you uncomfortable and wished you could move beyond the anxiety? Or...
Lori Curtiss
Nov 22, 20232 min read
What is a Financial Psychology Assessment?
A Financial Psychology Assessment utilizes a structured series of exercises and probing questions to delve into the underlying reasons...
Lori Curtiss
Nov 15, 20231 min read
What is a Financial Flashpoint?
Financial Flashpoint is a term I learned when I was taking my MBA in Financial Psychology and Behavioural Finance. It is a term coined by...
Lori Curtiss
Nov 6, 20232 min read
What is Financial Psychology?
In the field of finance, the term “Behavioral Finance” has become increasingly popular. This area of study delves into the impact of...
Lori Curtiss
Sep 25, 20231 min read
Why Financial Psychology is Important to Financial Advisors
No matter what kind of financial advisor you are - whether you’re a financial planner, accountant, mortgage lender - you encounter common...
Lori Curtiss
Sep 24, 20231 min read
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