n Episode 15 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with Ben Haas, CFP®, CRPC®, ABFPTM, Wealth Manager at Haas Financial Group, for a thoughtful conversation on financial planning through the lens of behavioral finance.
James and Ben explore why true planning goes beyond numbers, highlighting the importance of understanding each client’s personal motivations. Topics touched on include:
💡 Behavioral finance and the human side of financial planning are central – By understanding a client's why, such as wanting time freedom or reduced stress, advisors can better align financial strategies with meaningful life goals.
⚙️ Implementation and accountability drive real success – This includes using clear, actionable planning steps and emphasizing accountability.
🎯 Fit matters in advisor-client relationships – Relationships built on mutual understanding and shared philosophy lead to better long-term outcomes.
