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 Every Financial Planner should know about Goals
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Dr. Charles Chaffin and Dr. Brad Klontz
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Season 2
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Episode 1
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.