Understanding Your Client’s Financial Psychology

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Join Dr. Brad Klontz, CFP® & Dr. Charles Chaffin, leading experts in the fields of financial psychology & behavioral finance.

The live webinar introduces a model for helping financial planners understand their client’s financial psychology and how they can improve the effectiveness of their financial planning services.

Specifically, the conversation will cover the following content areas: a) financial instincts and cognitive biases, b) ways to combat instant gratification, c) how past financial experience impact a client’s financial plan, d) how client’s money beliefs impact the financial planning process, and e) how the financial planner’s attitudes, values, and biases impact the financial planning process.

Participants will be able to describe 3 cognitive biases and how they impact financial planning.

Participants will be able to describe how a client’s past financial experiences impact their current money beliefs and financial behaviors.

Participants will be able to describe several techniques for helping clients combat instant gratification and other self-defeating financial behaviors.

Dr. Brad Klontz, Psy.D., CFP®

Founder, Financial Psychology Institute® and Associate Professor of Practice in Financial Psychology at Creighton University Heider College of Business

Bradley T. Klontz is a founder of the Financial Psychology Institute® and an associate professor of practice in financial psychology at Creighton University Heider College of Business. He is a managing principal of Your Mental Wealth Advisors, a fellow of the American Psychological Association, and a former president of the Hawaii Psychological Association. He has partnered with organizations including Capital One, JP Morgan Chase and H&R Block in efforts to help raise public awareness around issues related to financial health and financial psychology.

Dr. Charles Chaffin

Dr. Charles Chaffin’s work encompasses a broad range of fields, from educational psychology to financial planning to life in the Information Age. His research and teaching focuses on learner cognition in a variety of formats, including various delivery methods and learning styles as well as the client behaviors and attitudes within financial planning. Most recently, he has written and spoke regarding one of the biggest issues of our time: information, most notably how we manage it, retain, and use it in all aspects of our lives.

Charles delivers keynotes speeches, workshops, as well as teaching in a variety of executive education programs.