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The Psychology of Financial Planning

The Practitioner's Guide to Money and Behavior
Book • 2023
The Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior provides financial advisors and professionals with insights into the psychological factors that influence client behavior and financial decision-making.

The book helps practitioners develop deeper, more client-centered relationships by understanding the cognitive and behavioral aspects of money management and investing.

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Mentioned in 1 episodes

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Benjamin Felix
as Charles Chafin's big meaty book on the psychology of financial planning.
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Episode 395: Charles Chaffin - The Psychology of Financial Planning

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