Hosted by Dr. Charles Chaffin and Dr. Brad Klontz · EN · 9 episodes
Established thought leaders with verified media credentials.
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.
Dr. Charles Chaffin and Dr. Brad Klontz hosts Psychology of Financial Planning Podcast, a business show with 9 episodes published.
Dr. Charles and Dr. Brad kick things off by tackling one of the toughest questions advisors face: which clients are the most challenging and why. From there, they unpack key ideas from their new book, exploring how finan
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 advisor. They then talk about ways that advisors can plan for and respond
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 sta
Dr. Charles talks about the importance of understanding and responding to clients' various learning styles. He then walks through each of them and perhaps most importantly, what a planner can do to accommodate the learni
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 decision, adopt a financial plan, or adjust their behaviors so they ar
Dr. Charles and Dr. Brad talk about the usefulness (and lack thereof) of behavioral finance as it relates to financial planning practice. They then dive into several of the biases and heuristics that they see as most rel
Dr. Charles and Dr. Brad discuss 7 ways advisors can help their clients through this difficult market, including steps that financial planners can take to care for themselves and make the most our of this challenging tim
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 interesting research related to prostitutes and health education!). They then d
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 which of their attire is most appropriate when recording a podcast ep
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Psychology of Financial Planning Podcast is hosted by Dr. Charles Chaffin and Dr. Brad Klontz. The show is categorised under business and has published 9 episodes.
Psychology of Financial Planning Podcast has published 9 episodes.
Psychology of Financial Planning Podcast regularly covers business. It sits in the business category.
Psychology of Financial Planning Podcast is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Psychology of Financial Planning Podcast hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Psychology of Financial Planning Podcast average 24 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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