

Ep 296: Unblocking Clients Who Keep Not Implementing By Exploring Their Financial Psychology with Ed Coambs
Aug 30, 2022
Chapters
Transcript
Episode notes
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Introduction
00:00 • 4min
Financial Advisors Success Podcast With Ed Combs
03:35 • 3min
Is There a Complexity in Financial Psychology?
06:48 • 2min
Is There More to Money Than Just the Finances?
08:43 • 3min
Is There a Perfect Black and White Line?
11:32 • 5min
What Should I Be Doing?
16:16 • 2min
Is There Something New Here?
18:19 • 2min
Therapy
20:29 • 3min
What's Going on in Valle?
23:05 • 2min
Is It a Family Therapy?
24:47 • 3min
Is There a Difference Between Advisors and Therapists?
27:56 • 2min
Financial Psychology and Money Coaching - Is There an Opportunity for Blending and Timing?
30:09 • 2min
How Did You Get Started in the Financial Services Industry?
32:25 • 5min
How Did You Get Your Counseling Degree?
37:48 • 3min
How Do You Make the Turn?
41:12 • 2min
Master of Counseling
43:29 • 2min
Financial Therapy
45:00 • 2min
Financial Therapy - Is There a Book That You'd Like to Try?
46:36 • 4min
What's Your Business Today?
50:07 • 2min
What's So Challenging for Financial Advisors?
52:29 • 3min
How to Override Your Emotions
55:35 • 5min
Couples Therapy - The Psychology of Attachment Theory
01:00:33 • 2min
Financial Advisors - I Don't Like Working With Bad Clients
01:02:36 • 5min
The Best Thing to Do With Clients Is Staying in on the Moment
01:07:39 • 2min
How Do I Turn This Into a Referral?
01:09:38 • 2min
How Do I Navigate This Conversation in New Clients?
01:11:39 • 4min
401k
01:15:37 • 2min
You Know I'm So Sorry I Keep Screwing This Up
01:17:10 • 2min
Financial Advisors - When Do We Open Up That Backstory?
01:19:23 • 2min
Is There Always a More Complicated Backstory Than What Meets the Eye?
01:21:21 • 2min
Financial Therapy and Financial Coaching
01:23:28 • 2min
How Do You Know When You're Going Through This Phase?
01:25:01 • 3min
Financial Planners and Financial Therapy - What Advice Would You Give to a Financial Planner?
01:28:26 • 3min
How Do You Define Success?
01:31:09 • 2min
The Financial Advisor Success Podcast
01:33:13 • 2min