Psychology of Financial Planning Podcast

Auteur(s): Dr. Charles Chaffin and Dr. Brad Klontz
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  • Résumé

  • Join Dr. Charles Chaffin and Dr. Brad Klontz as they dive deep into the psychology of financial planning. This podcast, designed for practitioners, is based upon their most recent book and provides actionable insights for advisors to know and serve their clients better.
    © 2024 Psychology of Financial Planning Podcast
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Économie
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Épisodes
  • Investor FOMO...and what advisors can do about it

    Investor FOMO...and what advisors can do about it
    Feb 24 2023

    Dr. Charles and Dr. Brad open the show talking about FOMO and how it can impact a client's risk profile as well as their communication with their advisor. They then talk about ways that advisors can plan for and respond to FOMO both during and in the beginning of the client-planner relationship. 
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    27 min
  • What Every Financial Planner should know about Goals

    What Every Financial Planner should know about Goals
    Jan 27 2023

    Dr. Charles and Dr. Brad begin the show by talking about motivation and how it impacts client behavior. They then outline 4 things every planner should know about both setting goals as well as ways of helping clients stay focused on their goals (and the client-planner relationship). As usual, they sprinkle-in some bad jokes throughout the episode. 
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    23 min
  • What are your clients learning from you?

    What are your clients learning from you?
    Nov 17 2022

    Dr. Charles talks about the importance of understanding and responding to clients' various learning styles. He then walks through each of them and perhaps most importantly, what a planner can do to accommodate the learning style of each client whether in-person or video chat. 
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    19 min

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