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Financial Psychology for Financial Planners

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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.

Dr. Brad Klontz Psy.D., CFP®

Bradley T. Klontz, Psy.D., CFP® is an expert in the science and practice of financial psychology, financial planning, and applied behavioral finance.

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