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Guest Appearance on "The Human Skills Institute" Podcast

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As you may know, Julie Fortin's formidable article on Interpersonal Neurobiology in Financial Planning was recognized earlier this year, being awarded the Montgomery-Warshauer Award by the Financial Planning Association. This is truly an amazing accomplishment! 

To discuss her article further and reflect on the role neuroplasticity plays  in our money and advisory relationships, Julie Fortin joined Dr. Jody Jacobson on "The Human Skills Institute Podcast."

To listen in on this enlightening conversation, simply follow the link to SoundCloud below. For a list of Julie and Jody's favorite resources on the topic, simply send us a direct message on social media or email us at This email address is being protected from spambots. You need JavaScript enabled to view it..

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Grief Counselor

What does it take to help a client who’s grieving? When someone is mourning the loss of a spouse, parent, or other family member or friend, advisors need to provide empathy as well as financial guidance. In episode nine, Robin Young joins the Beyond the Portfolio podcast to discuss her specialization serving women in moments of transition, especially widows, which often brings her face-to-face with clients who are grieving. Learn her advice for how to handle these types of emotional situations by listening here.

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Tuning Out the Noise: The Difference the Right Financial Advisor Makes

At Dimensional, we believe that the right financial advisor plays a vital role in helping you understand what you can control while providing the expertise, perspective, and encouragement to keep you focused on your destination. 

In 2017, Dimensional conducted an investor feedback survey on behalf of advisors who work with our firm. The findings show that investors place a high value on the sense of security they receive from their financial advisor relationships. 

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5 Steps to Aging Successfully in Retirement

In our September webinar we will be discussing thriving and well-being based on healthy routines that support continued experience in five essential areas of life:

  • Purpose and Vocation
  • Community and Social Network
  • Financial
  • Physical Health and Wellness
  • Building Resilience and Handling Challenges

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Myth: Financial Success is the same as Financial Health

Breaking Money Silence is a podcast series aimed at helping all of us talk more openly about money
Financial success is viewed in our culture as the only real indicator of our worth. However, success only looks at the numbers, and neglects the other components that contribute to financial health. In this interview, Julie and Kathleen discuss what it means to be truly happy with your relationship with money and the steps you can take to be more mindful around money.

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