When it comes to clients implementing the action steps needed to move toward their financial and life goals, more is at play than just needing the knowledge and resources to take action. Whether or ...

In an era where financial uncertainty looms large, innovative tools like The Money Script and The Memory Wave have emerged as transformative programs aimed at reshaping financial mindsets and ...

These are statements many of us heard growing up. Harmless at first glance, but deeply influential. These beliefs—what we call money scripts—can quietly shape our financial behavior well into ...

What’s your “money script?” Everyone has one. But not everyone knows what it is. Money scripts are your unconscious core beliefs about money. They’re typically developed in childhood and drive your ...

Being “good” with money is simple in theory. Most of us know that we need to spend less, save more, and do a better job of planning our finances. The real question is: How do we actually get ourselves ...

Money is a highly personal subject, and as an advisor, it's your job to offer advice that speaks to your clients' individual needs and goals. The money scripts clients adopt can influence the way that ...

If you keep your life savings in certificates of deposit or a savings account at your local bank, that decision may be based on a common money script: "You can't trust the stock market." This belief ...

Stacey Tisdale previously held roles as a financial journalist at The Wall Street Journal and CNN. She found herself constantly stressed out and making bad financial decisions. Tisdale uncovered her ...