8 Episodes

  1. Investor FOMO...and what advisors can do about it

    Published: 2/24/2023

  2. What Every Financial Planner should know about Goals

    Published: 1/27/2023

  3. What are your clients learning from you?

    Published: 11/17/2022

  4. How to get your client to take action

    Published: 7/14/2022

  5. Behavioral finance is boring

    Published: 7/8/2022

  6. Helping our clients (and ourselves) through this Bear Market

    Published: 6/17/2022

  7. Financial Instincts

    Published: 6/2/2022

  8. Introduction to the Psychology of Financial Planning podcast

    Published: 5/25/2022

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Join Dr. Charles Chaffin and Dr. Brad Klontz as they dive deep into the psychology of financial planning. This podcast, designed for practitioners, is based upon their most recent book and provides actionable insights for advisors to know and serve their clients better.