They discuss their online course, the psychology of financial planning academy, and their upcoming book and toolkit. They also mention their email address and where to find their podcast and YouTube channel.
Dr. Charles and Dr. Brad discuss 7 ways advisors can help their clients through this difficult market, including steps that financial planners can take to care for themselves and make the most our of this challenging time in the market. The conversation meanders from zombies to dogs to new initiatives related to the Psychology of Financial Planning.