The speakers discuss the unreliability of memory and its impact on financial planning, stressing the need for accurate information processing. They also introduce new resources like the Psychology of Financial Planning Specialist badge and the Practitioners Toolkit.
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 learning style of each client whether in-person or video chat.