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What Every Financial Planner should know about Goals
Manage episode 353704601 series 3375589
Innhold levert av Dr. Charles Chaffin and Dr. Brad Klontz, Dr. Charles Chaffin, and Dr. Brad Klontz. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Dr. Charles Chaffin and Dr. Brad Klontz, Dr. Charles Chaffin, and Dr. Brad Klontz eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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 the client-planner relationship). As usual, they sprinkle-in some bad jokes throughout the episode.
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