Psychology of Financial Planning Podcast
Activity Overview
Episode publication activity over the past year
Episodes
Investor FOMO...and what advisors can do about it
24 Feb 2023
Contributed by Lukas
Dr. Charles and Dr. Brad open the show talking about FOMO and how it can impact a client's risk profile as well as their communication with their...
What Every Financial Planner should know about Goals
27 Jan 2023
Contributed by Lukas
Dr. Charles and Dr. Brad begin the show by talking about motivation and how it impacts client behavior. They then outline 4 things every planner shoul...
What are your clients learning from you?
17 Nov 2022
Contributed by Lukas
Dr. Charles talks about the importance of understanding and responding to clients' various learning styles. He then walks through each of them an...
How to get your client to take action
14 Jul 2022
Contributed by Lukas
Dr. Charles and Dr. Brad talk about the steps that advisors can take to get their current clients to go from inaction to action, whether it is make a ...
Behavioral finance is boring
08 Jul 2022
Contributed by Lukas
Dr. Charles and Dr. Brad talk about the usefulness (and lack thereof) of behavioral finance as it relates to financial planning practice. They then di...
Helping our clients (and ourselves) through this Bear Market
17 Jun 2022
Contributed by Lukas
Dr. Charles and Dr. Brad discuss 7 ways advisors can help their clients through this difficult market, including steps that financial planners can tak...
Financial Instincts
02 Jun 2022
Contributed by Lukas
Dr. Charles and Dr. Brad open the show discussing how clients know what to do for the most part...but still don't do it (they even cite some inte...
Introduction to the Psychology of Financial Planning podcast
25 May 2022
Contributed by Lukas
Dr. Charles and Dr. Brad introduce the podcast and how it can be beneficial to practitioners in their everyday work with clients. They also talk about...