"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.
Dr. Charles and Dr. Brad talk about the usefulness (and lack thereof) of behavioral finance as it relates to financial planning practice. They then dive into several of the biases and heuristics that they see as most relevant to a practitioner and how each can be applied in practice.