Financial Psychology for Financial Planners
A Talk by Dr. Brad Klontz Psy.D., CFP® (Your Mental Wealth Advisors)
About this Talk
In this session you will learn how financial psychology can be used to:
a) improve the effectiveness of financial planning b) aid in client acquisition c) enhance client service and d) improve client retention.
You don't have to be a psychologist to implement good psychology in your practice. All great coaches use great psychology along with sound strategies to achieve victory. You can do the same for your clients.