Psychology of Financial Planning Podcast

What Every Financial Planner should know about Goals

January 27, 2023 Dr. Charles Chaffin and Dr. Brad Klontz Season 2 Episode 1
Psychology of Financial Planning Podcast
What Every Financial Planner should know about Goals
Show Notes

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.