Psychology of Financial Planning Podcast

Investor FOMO...and what advisors can do about it

February 24, 2023 Dr. Charles Chaffin and Dr. Brad Klontz Season 2 Episode 2
Psychology of Financial Planning Podcast
Investor FOMO...and what advisors can do about it
Show Notes

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.