Psychology of Financial Planning Podcast

What Every Financial Planner should know about Goals

Jan 27, 2023
The podcast explores the importance of motivation and setting goals in financial planning. It discusses the role of financial self-efficacy, internal locus control, queuing clients, and the power of setting goals. The hosts also sprinkle in some bad jokes throughout the episode.
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Episode notes
1
Introduction
00:00 • 2min
2
Motivation, Confidence, and Financial Self-Efficacy
01:46 • 5min
3
The Importance of Internal Locus Control and Tips for Financial Planners
07:10 • 4min
4
The Importance of Queuing Clients and Giving Prompts
11:20 • 5min
5
The Power of Setting Goals
15:54 • 7min