Psychology of Financial Planning Podcast

What are your clients learning from you?

November 17, 2022 Dr. Charles Chaffin and Dr. Brad Klontz Season 1 Episode 6
What are your clients learning from you?
Psychology of Financial Planning Podcast
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Psychology of Financial Planning Podcast
What are your clients learning from you?
Nov 17, 2022 Season 1 Episode 6
Dr. Charles Chaffin and Dr. Brad Klontz

Dr. Charles talks about the importance of understanding and responding to clients' various learning styles. He then walks through each of them and perhaps most importantly, what a planner can do to accommodate the learning style of each client whether in-person or video chat. 

Show Notes

Dr. Charles talks about the importance of understanding and responding to clients' various learning styles. He then walks through each of them and perhaps most importantly, what a planner can do to accommodate the learning style of each client whether in-person or video chat.