The hosts discuss updates and announcements related to the podcast, express gratitude towards their audio engineer, and invite listeners to take selfies with them and share on Instagram.
Dr. Charles and Dr. Brad open the show talking about FOMO and how it can impact a client's risk profile as well as their communication with their advisor. They then talk about ways that advisors can plan for and respond to FOMO both during and in the beginning of the client-planner relationship.