Personal finance help-seeking

Robert van Beek

Chapter 4 in Research Handbook on Personal Finance, 2026, pp 55-65 from Edward Elgar Publishing

Abstract: This chapter provides perspectives for financial advisors and planners to consider when providing financial advice to individual and household financial decision-makers. The purpose of this chapter is to provide an overview of personal finance topics, not only day-to-day but also future directions from a financial advisor (i.e., practice management) and planner perspective. A key focus of the chapter is on the notion of goal setting, a goals-based approach, and the why—why do people hire a financial advisor or planner? What are the drivers for this help-seeking? What do clients expect from their advisor, and what do advisors think about why clients hire them? Successful financial advisors will be those who understand the why, how, and what of financial advice and planning.

Keywords: Prompters; Help; Goals; Psychology; Behavior expectations; Practice management (search for similar items in EconPapers)
Date: 2026
ISBN: 9781035323005
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