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
What are your clients learning from you?
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Dr. Charles Chaffin and Dr. Brad Klontz
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Season 1
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Episode 6
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.