You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


How Practical Wisdom Helps Clients Navigate Uncertainty

October 15, 2019

Dayana Kupisk, PhD, is the author of The Practical Guide to Making Wise Financial Decisions. She's also an employee development consultant and coach with a research focus on practical wisdom in the workplace. In this episode, she talks about her research, her book, and how financial planners can engage clients and develop practical wisdom.