Financial educator Christine Moriarty takes an in-depth look into the emotions financial decisions are based on, connecting psychology with financial planning. Moriarty examines why understanding psychology in financial planning is crucial for financial advisers. Topics covered in this episode of the PFP Section podcast include financial planning trends, practical tips for financial advisers, reflecting on how the COVID-19 pandemic has significantly reshaped client relationships, and how financial advisers can navigate the evolving landscape to strengthen client trust and communication in
Resources
How emotions affect financial decisions | PFP learning library podcast archive
Sep 30, 2023 · 29 min listen
FREE ACCOUNT
ACCESS
Already a member?
Log in with your account
Not a member?
To gain access to exclusive content, your first step is to join the AICPA & CIMA.