Psychology of Financial Planning Podcast  cover image

Behavioral finance is boring

Psychology of Financial Planning Podcast

00:00

The Importance of Listening

"I really do feel like so many clients, you know, the only experience they have with a profession was really going to listen to them," says Brad. "Money intersects in all these areas of our lives that matter so much to us." A new CFP certificate is coming out in September six and lots of firms are interested in having their people go through it.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app