You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


The Essential Skills of Behavioral Finance

June 22, 2021

Brendan Frazier is the founder of Wired Planning and The Human Side of Money Podcast. He sat down with Hannah Moore, CFP®, to discuss the controversy around behavioral finance and the unavoidable role it plays in every client interaction. They also discuss how we can all develop better behavioral coaching skills for mutually satisfying client relationships.


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