The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

276: Mastering Goals: Secrets to Helping Clients Set & Stick to Better Goals with Daniel Crosby

The Efficient Advisor: Tactical Business Advice for Financial Planners

00:00

Transforming Financial Goals with Psychology

This chapter chronicles the speaker's transition from clinical psychology to behavioral finance, emphasizing the integration of psychological insights into financial advising. It explores effective goal-setting strategies that go beyond superficial milestones, advocating for meaningful, individualized aspirations. The discussion highlights the importance of understanding personal motivations and developing habits that foster sustainable, goal-oriented behaviors.

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