Every advisor knows the difficulty of working with clients who are struggling with anxieties, conflicts, fantasies, and fears. With wit and insight, The Client Connection explores psychological issues that financial advisors, attorneys, accounting and insurance professionals, and therapists are likely to encounter, including aging and the brain, the nature of deceit, how to change bad habits, and how to deal well with stress and trauma. As you deepen your understanding of what goes on inside your clients (and yourself), the tools and techniques you learn will help you create sound, mutually beneficial relationships that can last a lifetime. "This book is one of the finest collections of insights, information and wisdom collected from the thought-leaders in integrated financial planning. Olivia writes beautifully from her unique vantage point at the intersection of money and psychology. Once again she gives us a gem." -- Susan Bradley, CFP®, Founder, Sudden Money Institute® "Olivia's columns reach out to the community of financial advisors in a way that leads you to believe she can hear what we are thinking and wondering. With empathy, pragmatism and insight, Olivia delivers guidance for the hard work of connecting with clients at those moments that are most trying, critical and transformational." -- Elizabeth Jetton, CFP®, Partner, RTD Financial Advisors, Former FPA President "Once again Olivia Mellan and Sherry Christie deliver a timely and relevant piece of work for the advisory profession. With clients experiencing great trauma from the market cataclysm of 2008, coaching them to take control again is critical. But advisors need to comprehend their own relationship with money as well. This book will be an important reference for the profession for years to come." -- Mark Tibergien, CEO, Pershing Advisor Solutions, LLC "Olivia Mellan has compiled some of her best work on building rich and lasting client relationships in The Client Connection. Traditional financial planning issues are reframed help us fully appreciate our clients' perspective and discover effective ways to apply healthy motivation and tactfully help clients deal with sensitive issues. The book is packed with stories, strategies and tactics employed by some of the financial advisory industry's greatest thought leaders. There is nothing more important in the advisory business than the connection you have with your clients. This book is a graduate-level crash course on the subject!" -- Sheryl Garrett, CFP®, Founder, Garrett Planning Network "These two impressive women are pioneers in this rapidly growing field. Kudos for their unfailing faith and ceaseless efforts to make this information available to all those who can benefit from it." -- Ted Klontz, Ph.D., President, Klontz Coaching "Mellan and Christie get to the 'heart and soul' of personal financial planning with this soulful collection of financial wisdom and advice." -- Richard S. Kahler, MS, CFP®, ChFC, CCIM, Kahler Financial Group "Olivia has been one of the pioneers and the leaders in the world of Life Planning, the financial planning discipline that treats the meaning in the client's life as the focus and the source of meaningful financial action." -- George Kinder, RLP®, CFP®, Founder, Kinder Institute of Life Planning "Olivia Mellan has more knowledge and insight into how people think about and behave with money than anyone I know. She and co-author Sherry Christie create penetrating pieces that help financial advisors better understand why their clients say and do the things they do, and more importantly, how to help them better handle their finances." -- Bob Clark, Publishing Consultant, Former Editor-in-Chief, Dow Jones Investment Advisor Olivia Mellan has been an innovator in the field of money psychology and money conflict resolution since 1982. Today a speaker, psychotherapist, money coach and business consultant in Washington, DC, she began her career in 1974 specializing in women's issues, then in couples therapy, and finally in business therapy. She has published several critically acclaimed books, including  Money Harmony: A Road Map for Individuals and Couples ; Overcoming Overspending: A Winning Plan for Spenders and Their Partners ; Money Shy to Money Sure: A Woman's Road Map to Financial Well-Being ; The Client Connection: How Advisors Can Build Bridges That Last , and The Advisor's Guide to Money Psychology: Taking the Fear Out of Financial Decision-Making , all co-written with Sherry Christie. Her column for financial professionals, "The Psychology of Advice," appears regularly in Investment Advisor magazine. In 2006, Investment Advisor named her one of the 25 most influential people in the planning profession. Olivia has appeared on widely viewed TV programs including "Oprah," "The TODAY Show," and "ABC's 20-20." She is frequently interviewed on nationwide radio and in print. Sherry Christie has been helping people make better financial decisions fo