Exploring the creation and significance of a new academy that emphasizes connection and interaction among professionals, with a focus on teaching and financial planning. Learn how to enroll and engage with the academy.
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 discuss how advisors can help their client's make better decisions that are consistent with their short and long-term financial goals.