'It won’t happen to me' - PA Future New research exposes a stubborn bias in how we perceive risk, writes Rebecca Kowalski of Overstory Finance

New research exposes a stubborn bias in how we perceive risk, writes Rebecca Kowalski

future.portfolio-adviser.com/it-wont-happ...

#PAFuture #FinancialPlanners #Sustainability #InvestmentPortfolios #Clients #ClimateChange

Boom 💥

#ceo #investment #doctor #surgeons #lawyer #attorney #construction #insurance #accounting #engineer #architect #finance #technology #venturecapital #investorshub #financialadvisor #financialplanners #lawstudents #techgeek #professors #financialplanner #accountants #lawyers #attorneys

Dear Financial Planners and Advisors: Retirement Planning Isn’t Just About the Numbers—It’s About the Person The traditional model of retirement planning is under pressure. Clients are no longer just looking for someone to manage their money—they're looking for guidance on how to live meaningful, financially...

Dear Financial Planners and Advisors: Retirement Planning Isn’t Just About the Numbers—It’s About the Person boomingencore.com/finances/dea... #aging #longevity #retirement #retirementplanning #financialplanning #financialplanners #planners #clients #relationships

PromoSEO are a qualified lead generation agency for financial planners.

We help advisers attract high-quality prospects that convert into loyal clients.
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#LeadGeneration #FinancialPlanners #PromoSEO

PromoSEO are a qualified lead generation agency for financial planners.

We help advisers attract high-quality prospects that convert into loyal clients.
Start generating the right leads today 👉 https://www.promo-seo.uk/

#LeadGeneration #FinancialPlanners #PromoSEO

Where my boys at?? 😂😂

#ceo #doctor #surgeons #lawyer #attorney #construction #insurance #accounting #engineer #architect #finance #technology #venturecapital #investorshub #financialadvisor #financialplanners #lawstudents #techgeek #professors #financialplanner #accountants #lawyers #attorneys

Exactly! What she said! 😂😂😂

#ceo #investment #doctor #surgeons #lawyer #attorney #construction #insurance #accounting #engineer #architect #finance #technology #venturecapita #financialadvisor #financialplanners #lawstudents #techgeek #professors #financialplanner #accountants #lawyers #attorneys

Something told me that you needed this 🔥😜

#doctor #surgeons #lawyer #attorney #construction #insurance #accounting #engineer #architect #finance #venturecapital #investorshub #financialadvisor #financialplanners #lawstudents #techgeek #professors #financialplanner #accountants #lawyers #attorneys

I wish you an amazing Friday 🥰
From this point of view 😜

#doctor #surgeons #lawyer #attorney #accounting #engineer #architect #finance #technology #venturecapital #investorshub #financialadvisor #financialplanners #lawstudents #techgeek #professors #financialplanner #accountants #lawyers #attorneys

Good morning luvs ♥️
Enjoy that 🙌🐫🐪

#ceo #investment #doctor #surgeons #lawyer #attorney #insurance #accounting #engineer #architect #finance #technology #venturecapital #investorshub #financialadvisor #financialplanners #techgeek #professors #financialplanner #accountants #lawyers #attorneys

Monday Hunor to get U thru 😂

#ceo #investment #doctor #surgeons #lawyer #attorney #accounting #engineer #architect #finance #technology #venturecapital #investorshub #financialadvisor #financialplanners #lawstudents #techgeek #professors #financialplanner #accountants #lawyers #attorneys

When you have a killer sense of humor 😂
#ceo #investment #doctor #surgeons #lawyer #attorney #construction #insurance #accounting #engineer #architect #finance #venturecapital #investorshub #financialadvisor #financialplanners #techgeek #professors #financialplanner #accountants #lawyers #attorneys

All that real hair though 🤔

#ceo #investment #doctor #surgeons #lawyer #attorney #construction #insurance #accounting #engineer #architect #finance #technology #venturecapital #financialadvisor #financialplanners #lawstudent#techgeek #professors #financialplanner #accountants #lawyers #attorneys

“Good enough” is costing you more than you think. Small, proactive improvements lead to big profit. The $25K Rule explains how: buff.ly/XpFl5gU

#SmallBusinessStrategy #ProfitGrowth #OperationalExcellence #BusinessCoach #ProfessionalServices #CPAs #Attorneys #FinancialPlanners

Small shifts can unlock big profit. The $25K Rule explains how 1–2% improvements add up fast. First post in the series: buff.ly/XpFl5gU

#SmallBusinessTips #Profitability #StrategicAdvisor #CPAs #Attorneys #FinancialPlanners #ProfessionalServices

Happy FriYay Eve Everyone
See you in Hudson NY this weekend

#HudsonNY
#ceo #Cfo #doctor #surgeons #lawyer #construction #insurance #accounting #engineer #architect #finance #venturecapital #investorshub #financialadvisor
#financialplanners #techgeek #professors #financialplanner

Happy Monday to U All ♥️

#inkedmodels #sizezero #spinners #fitlife #tattedbabe #tattoedmodel
#ceo #doctor #surgeons #lawyer #attorney #insurance #accounting #engineer #architect #finance #investorshub #financialadvisor #financialplanners #financialplanner #accountants #lawyers #attorneys

Happy Relaxing Sunday to U All 🥰

#inkedmodels #sizezero #spinners #fitlife #tattedbabe #tattoedmodel

#ceo #doctor #surgeons #lawyer #attorney #insurance #accounting #engineer #architect #finance #investorshub #financialadvisor #financialplanners #financialplanner #accountants #lawyers #attorneys

Wall Street turmoil rattles retirement savers, turning financial planners into therapists One adviser said his anxious clients don’t want to hear “Do nothing. It’s going to be all right.”

#WallStreet turmoil rattles #retirement savers, turning #financialplanners into therapists | @NBCNews.com

buff.ly/vpkPt8Z

#politics #personalfinance #investing #financialplanning #economy

Happy FriYay ♥️

#inkedmodels #sizezero #spinners #fitlife #tattedbabe #tattoedmodel

#ceo #investment #engineer #architect #finance #technology #venturecapital #investorshub #financialadvisor #financialplanners #lawstudents #techgeek #professors #financialplanner #accountants #lawyers #attorneys

♥️ 💋
#Size0 #spinners #fitlife
#healthybodyandmind
#ceo #investment #doctor #surgeons #lawyer #attorney #insurance #accounting #engineer #architect #finance #technology #venturecapital #investorshub #financialadvisor #financialplanners #techgeek #professors #financialplanner #accountants #attorneys

Black Heritage Month: Addressing the shortage of Black financial planners Only 2% of CFPs are Black and this month the Association of African American Advisors is started a new program to help get more Black students in the financial industry careers. AAAA provide 100 stude...

@cnbc.com TV: The Shortage of Black #FinancialPlanners & How We’re Bridging the #RacialWealthGap with #QuadASocial

Only 2% of Certified #FinancialPlanners (CFPs) in the U.S. are Black.

www.cnbc.com/video/2025/0...

#FinancialLiteracy #BlackSky #Houston #BlackLivesMatter #cfp #BlackBlueSky

#ceo #investment #doctor #surgeons #lawyer #golf #attorney #construction #insurance #accounting #engineer #architect #finance #technology #tennis #venturecapital #investorshub #financialadvisor #financialplanners #lawstudents #techgeek #professors #financialplanner #accountants #lawyers #attorneys

FYI
#ceo #Cfo #investment #doctor #surgeons #lawyer #golf #attorney #construction #insurance #accounting #engineer #architect #finance #technology #venturecapital #investorshub #financialadvisor #financialplanners #lawstudents #techgeek #professors #financialplanner #accountants #lawyers #attorneys

Happy T1tty Tuesday to the Finest Gents ♥️

#ceo #Cfo #investment #doctor #surgeon #lawyer #attorney #construction #engineer #architect #finance #technology #tennis #venturecapital #financialadvisor #financialplanners #law #techgeek #professors #financialplanner #accountants #lawyers #attorneys

Congrats to the Eagles in Super Bowl 🦅🙌💯

Otherwise based in Albany, NY, Saratoga, NY or Western MA & in between.
More on:
Your VirtualHoney Bookings dot com

#investorshub #financialadvisor #financialplanners #lawstudents #accountants #lawyers #attorneys #eaglesnation #eaglesfootball #superbowlliv

HMU

More on:
Your VirtualHoney Bookings dot com

#ceo #Cfo #investment #doctor #surgeons #lawyer #attorney #insurance #accounting #engineer #architect #finance #venturecapital #investorshub #financialadvisor #financialplanners #professors #financialplanner #accountants #lawyers #attorneys

HOW MUCH DO I NEED TO SAVE EACH YEAR?⁠
⁠
☝️ probably the most common question we get as #financialplanners.⁠
⁠
Regardless of income, goals, relationship, or family status, everyone wants to know the "right" amount to save NOW in order to have enough TOMORROW.⁠

What Noam Chomsky had to say about education and knowing how to sort through the noise to find what is most significant also speaks volumes on why #financialplanners add value: ⁠

Home DemandScience is a leading global revenue intelligence pl...

The latest Alex Daily! paper.li/f-1358157050 #financialplanners