Integrating Interpersonal Neurobiology into Financial Planning: Practical Applications to Facilitate Well-Being

A conceptual framework for financial planners to improve client relationships, calm client fears, and gain insight into emotions that lead to financial decisions while promoting well-being.

​Executive Summary

  • This paper introduces the field of Interpersonal Neurobiology (IPNB) and its application to financial planning. IPNB integrates theories from fields including neuroscience, psychology, systems theory, and relationship studies to create an interdisciplinary approach to well-being.
  • IPNB processes support the healthy integration of emotional, psychological, physiological, and cognitive functioning and can be applied to the financial planning relationship and facilitation of behavioral change.

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