What Every Financial Planner should know about Goals

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Recorded27 Jan 2023

Publisherfeeds.buzzsprout.com

Handlerec:16798346

Show notes

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 should know about both setting goals as well as ways of helping clients stay focused on their goals (and the client-planner relationship). As usual, they sprinkle-in some bad jokes throughout the episode.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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