Psychology of Financial Planning Podcast
Dr. Charles Chaffin and Dr. Brad KlontzJoin Dr. Charles Chaffin and Dr. Brad Klontz as they dive deep into the psychology of financial planning. This podcast, designed for practitioners, is based upon their most recent book and provides actionable insights for advisors to know and serve their clients better.
| Publishes | Monthly | Episodes | 8 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Category | Business | ||||
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Latest Episodes
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... more
Dr. Charles and Dr. Brad begin the show by talking about motivation and how it impacts client behavior. They then outline 4 things every planner should know about both setting goals as well as ways of helping clients stay focused on their goals (and ... more
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 whethe... more
Dr. Charles and Dr. Brad talk about the steps that advisors can take to get their current clients to go from inaction to action, whether it is make a decision, adopt a financial plan, or adjust their behaviors so they are consistent with their plan. ... more
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Reviews
- Informative and useful
As an advisor, this has become the most useful podcast for my practice. Chaffin and Klontz are the leaders in the field and I have used several points from these episodes. Its funny and conversational too. Highly recommend for any advisor!
Apple Podcasts5Cityguy21
United States3 years ago - Great content and banter between Brad and Charles
I haven’t yet read the book( it’s not available on audible yet). But the podcasts have been super valuable so far!Really relatable and easily implemented content!
Audible5Anonymous UserUnited States3 years ago - I’m here for the comedy…
Ok I’m also here to learn….but mostly the comedy. You guys are great. I appreciate how you break down concepts with real applicable examples. This is a gift!
Apple Podcasts4Ashley QuammeUnited States3 years ago - Helpful for work and personal relationships!
This is a biased review because I’m a fan of Brad and Charles’ work.
Apple Podcasts5BillhtyhgthUnited States3 years ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #205 |  Sweden/Business |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Gender Skew | Location | Interests | |||
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| Professions | Age Range | Household Income | |||
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Psychology of Financial Planning Podcast launched 3 years ago and published 8 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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