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.
Psychology of Financial Planning Podcast
How to get your client to take action
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Dr. Charles Chaffin and Dr. Brad Klontz
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Season 1
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Episode 5
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 plan. They also talk about tools and techniques to use with new clients so they do not "get stuck" in their current relationship with you, their financial planner.