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Exploring the world of Financial Planning. Accelerating your career.
Leveling Up in Behavioral Finance: 3 Strategies from a Clinical Psychologist
You're a Financial Planner, Now What?
4 years ago
Leveling Up in Behavioral Finance: 3 Strategies from a Clinical Psychologist
Joy Lere, Psy.D., is a clinical psychologist and a co-founder of Shaping Wealth, a learning platform that helps advising professionals and corporate organizations navigate the emotional work required to achieve financial plans. She spoke with Hannah Moore, CFP®, about three key strategies that every planner should use to meet their client’s psychological needs. They also discuss how to avoid burnout caused by the intense emotional demands of our profession.
You're a Financial Planner, Now What?
Exploring the world of Financial Planning. Accelerating your career.
