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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.

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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.