These individuals have joined the Breaking Money Silence Revolution and are doing great work with clients and/or advisors to empower them to talk more about the human side of finance.
Ellen Rogin, CPA, CFP® – Prosperity on Purpose
Ellen has leveraged her expertise to develop prosperity strategies that work and is a speaker, money expert, and New York Times best-selling author. Her current book is a New York Times bestseller, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality.
Ellen highlights my new book, Breaking Money Silence: How to Shatter Money Taboos, Talk More Openly about Finances, and Live a Richer Life, in her list of books that will feed your mind and soul. Check out the entire list here:
Michael Kay, CFP® – President, Financial Life Focus
Michael F. Kay, CFP® is President of Financial Life Focus, a fee-only multi-advisor financial life planning firm and the author of The Feel Rich Project (Career Press, June 2016) and The Business of Life.
I was a guest author for Michael’s Forbes blog and I discuss how important it is to talk to your parents about finances. Check out the post: 3 Tips for Raising Financially Fit Parents
Susan B. Weiner, Investment Writing
Susan helps financial professionals increase the impact of their writing on clients and prospects. Her Investment Writing blog is popular with advisors who care about deepening their connections with clients and prospects. Susan and I talk about how important it is to communicate with your clients about their legacy in this expert interview. Read it here: Communicate with your clients about their legacy