Psychology of Financial Planning Podcast
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.
Podcasting since 2022 • 8 episodes
Psychology of Financial Planning Podcast
Latest Episodes
Investor FOMO...and what advisors can do about it
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 ...
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Season 2
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Episode 2
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26:53
What Every Financial Planner should know about Goals
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...
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Season 2
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Episode 1
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23:25
What are your clients learning from you?
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 ...
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Season 1
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Episode 6
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19:14
How to get your client to take action
Dr. Charles and Dr. Brad talk about the steps that advisors can take to get their current clients to go from inaction to action, whether it is make a decision, adopt a financial plan, or adjust their behaviors so they are consistent with their ...
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Season 1
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Episode 5
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24:23
Behavioral finance is boring
Dr. Charles and Dr. Brad talk about the usefulness (and lack thereof) of behavioral finance as it relates to financial planning practice. They then dive into several of the biases and heuristics that they see as most relevant to a practitioner ...
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Season 1
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Episode 4
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23:04