Shows
Real Money, Real ExpertsTechnology, Authenticity, and Behavioral Finance with Daniel CrosbyThis week on "Real Money, Real Experts", Rachael and Mary sit down with psychologist and behavioral finance expert, Daniel Crosby. This conversation was a fun one, covering everything from epic failures to Chat GPT to the power of authenticity - which starts with doing the hard internal work on ourselves.Daniel reminds us that technology is our friend, shares some great book and podcast recommendations, and offers words of wisdom from his father that we can all benefit from remembering.Show Notes:1:25 Daniel's journey into this field3:45 How...2023-05-0929 min
Psychology of Financial Planning PodcastInvestor FOMO...and what advisors can do about itDr. 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. 2023-02-2426 minPsychology of Financial Planning PodcastWhat Every Financial Planner should know about GoalsDr. 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. 2023-01-2723 min
Fuel Your Imagination Through Your Ears With Full AudiobookPsychology of Financial Planning: The Practitioner's Guide to Money and Behavior Audiobook by Brad KlontzListen to this audiobook in full for free onhttps://hotaudiobook.com/freeID: 626646
Title: Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior
Author: Brad Klontz, Charles R. Chaffin, Ted Klontz
Narrator: Jamie Renell
Format: Unabridged
Length: 09:02:32
Language: English
Release date: 11-22-22
Publisher: Ascent Audio
Genres: Business & Economics, Personal Finance
Summary:
In Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior, distinguished authors Drs. Brad Klontz, CFP, Charles Chaffin, and Ted Klontz deliver a comprehensive overview of the psychological factors that impact the financial planning client.
Designed for both professional and academic audiences, Psychology of Financial...2022-11-239h 02
Embrace Your Day With A Immersive Full Audiobook.The Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior by Dr. Brad Klontz, Charles R. Chaffin, Ted KlontzPlease visithttps://thebookvoice.com/podcasts/1/audiobook/626646to listen full audiobooks.
Title: The Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior
Author: Dr. Brad Klontz, Charles R. Chaffin, Ted Klontz
Narrator: Jamie Renell
Format: Unabridged Audiobook
Length: 9 hours 2 minutes
Release date: November 22, 2022
Ratings: Ratings of Book: 5 of Total 1
Genres: Accounting & Finance
Publisher's Summary:
In Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior, distinguished authors Drs. Brad Klontz, CFP, Charles Chaffin, and Ted Klontz deliver a comprehensive overview of the psychological factors that impact the financial planning client. Designed for both professional and academic audiences, Psychology...2022-11-229h 02Psychology of Financial Planning PodcastWhat are your clients learning from you?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. 2022-11-1719 minPsychology of Financial Planning PodcastHow to get your client to take actionDr. Charles and Dr. Brad talk about the steps that advisors can take to get their current clients to go from inaction to action, whether it is make a decision, adopt a financial plan, or adjust their behaviors so they are consistent with their plan. They also talk about tools and techniques to use with new clients so they do not "get stuck" in their current relationship with you, their financial planner. 2022-07-1424 minPsychology of Financial Planning PodcastBehavioral finance is boringDr. Charles and Dr. Brad talk about the usefulness (and lack thereof) of behavioral finance as it relates to financial planning practice. They then dive into several of the biases and heuristics that they see as most relevant to a practitioner and how each can be applied in practice. 2022-07-0823 minPsychology of Financial Planning PodcastHelping our clients (and ourselves) through this Bear MarketDr. Charles and Dr. Brad discuss 7 ways advisors can help their clients through this difficult market, including steps that financial planners can take to care for themselves and make the most our of this challenging time in the market. The conversation meanders from zombies to dogs to new initiatives related to the Psychology of Financial Planning. 2022-06-1731 minPsychology of Financial Planning PodcastFinancial InstinctsDr. Charles and Dr. Brad open the show discussing how clients know what to do for the most part...but still don't do it (they even cite some interesting research related to prostitutes and health education!). They then discuss how advisors can help their client's make better decisions that are consistent with their short and long-term financial goals. 2022-06-0225 minPsychology of Financial Planning PodcastIntroduction to the Psychology of Financial Planning podcastDr. Charles and Dr. Brad introduce the podcast and how it can be beneficial to practitioners in their everyday work with clients. They also talk about which of their attire is most appropriate when recording a podcast episode. 2022-05-2502 min