Brad Klontz

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.

About The Speakers

Brad Klontz

Dr. Brad Klontz Psy.D., CFP®

Your Mental Wealth Advisors

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