BONUS: The Application of Psychology in Financial Planning

The Human Side of Money - A podcast by Brendan Frazier - Wednesdays

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With the future of our profession continuing to shift towards the human side of advice and the CFP Board’s announcement earlier this year that they added “The Psychology of Financial Planning” as a principal knowledge topic, it’s becoming crucial for advisors to start familiarizing themselves with this aspect of the business. At the same time, … Read More Read More

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