Psychophysiological Finance and Intelligent Wellness: A New Financial Planning Practice Model

Robert Hanlon; Paul Leher; Alexander Cohen; Eric Miller; Monte Hancock; Robert Mitchell

doi:10.61190/fsr.v33i2.4290

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Psychophysiological Finance and Intelligent Wellness: A New Financial Planning Practice Model

Journal article

Open access

Peer reviewed

Psychophysiological Finance and Intelligent Wellness: A New Financial Planning Practice Model

Robert Hanlon, Paul Leher, Alexander Cohen, Eric Miller, Monte Hancock and Robert Mitchell

Financial Services Review, Vol.33(2), pp.1-14

2025

DOI: https://doi.org/10.61190/fsr.v33i2.4290

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Abstract

Intelligent Wellness

Mobile Health

Psychology

Psychophysiological Finance

Stress

Theory

The Certified Financial Planner Board of Standards, Inc. requires CFP® professionals to identify and respond to a client's attitudes, behaviors, and situations that impact decision-making, the client-planner relationship, and a client’s financial well-being. This practice requirement acknowledges the importance of identifying and analyzing psychological reactions, physiological responses, and financial triggers, which interact to influence client intentions, actions, and outcomes. The paper provides an overview of the way financial stressors and acute and chronic stress can impact the well-being of clients. Building on this background, the paper describes a vision for a new advice-delivery model based on the emerging fields of psychophysiological finance and intelligent wellness. The practice model described in this paper shows how advances in mobile health, psychophysiology, and psychology can be blended with a traditional financial planning practice approach to provide clients with comprehensive advice and guidance, attempting to reduce the effects of stress and improve client well-being.

Details

Title: Psychophysiological Finance and Intelligent Wellness: A New Financial Planning Practice Model
Authors: Robert Hanlon (Corresponding Author) - Living Centerline Institute (United States)
Paul Leher - Rutgers, The State University of New Jersey
Alexander Cohen - Living Centerline Institute (United States)
Eric Miller - Living Centerline Institute (United States)
Monte Hancock - Living Centerline Institute (United States)
Robert Mitchell - Living Centerline Institute (United States)
Publication details: Financial Services Review, Vol.33(2), pp.1-14
Publisher: Academy of Financial Services
Date published: 2025
DOI: 10.61190/fsr.v33i2.4290
ISSN: 1057-0810
Copyright note: Copyright (c) 2025 Robert Hanlon, Paul Leher, Alexander Cohen, Eric Miller, Monte Hancock, Robert Mitchell. This work is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License.
Organisation Unit: School of Health
Language: English
Record Identifier: 991255196002621
Output Type: Journal article

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