Ouça o Dr. Charles Chaffin e o Dr. Brad Klontz discutirem a psicologia do planejamento financeiro e insights para consultores fortalecerem o vínculo com os clientes.
Investor FOMO...and what advisors can do about it
S2 E2 • 27 mins • Feb 24, 2023
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Episódios recentes
Feb 24, 2023
Investor FOMO...and what advisors can do about it
S2 E2 • 27 mins
Jan 27, 2023
What Every Financial Planner should know about Goals
S2 E1 • 23 mins
Nov 17, 2022
What are your clients learning from you?
S1 E6 • 19 mins
Jul 14, 2022
How to get your client to take action
S1 E5 • 24 mins
Jul 8, 2022
Behavioral finance is boring
S1 E4 • 23 mins
