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How emotions affect financial decisions {PFP Section}
סדרה בארכיון ("עדכון לא פעיל" status)
When? This feed was archived on November 04, 2022 19:01 (). Last successful fetch was on September 23, 2022 04:48 ()
Why? עדכון לא פעיל status. השרתים שלנו לא הצליחו לאחזר פודקאסט חוקי לזמן ממושך.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 297057289 series 2293825
Neuroscience aficionado and financial planner Christine Moriarty has made it her life’s mission to connect psychology to financial planning. In this episode of the PFP Section podcast, Christine answers the following questions to support you to best serve your clients.
- Why does psychology matter to financial advisors today more than ever?
- What has been the impact of COVID-19 on client relationships?
- What are some of the trends that the financial planning profession needs to prepare for in the coming decades?
- What practical tips can you give to our listeners that they can implement in their practice now?
Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.
- Register for Financial Independence: Rethinking Retirement on July 12th or 19th (includes free CPE for PFP/PFS members).
- Learn more to have skillful conversations in this podcast with Jean-Luc Bourdon, CPA/PFS.
This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.
246 פרקים
How emotions affect financial decisions {PFP Section}
American Institute of CPAs - Personal Financial Planning (PFP)
סדרה בארכיון ("עדכון לא פעיל" status)
When? This feed was archived on November 04, 2022 19:01 (). Last successful fetch was on September 23, 2022 04:48 ()
Why? עדכון לא פעיל status. השרתים שלנו לא הצליחו לאחזר פודקאסט חוקי לזמן ממושך.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 297057289 series 2293825
Neuroscience aficionado and financial planner Christine Moriarty has made it her life’s mission to connect psychology to financial planning. In this episode of the PFP Section podcast, Christine answers the following questions to support you to best serve your clients.
- Why does psychology matter to financial advisors today more than ever?
- What has been the impact of COVID-19 on client relationships?
- What are some of the trends that the financial planning profession needs to prepare for in the coming decades?
- What practical tips can you give to our listeners that they can implement in their practice now?
Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.
- Register for Financial Independence: Rethinking Retirement on July 12th or 19th (includes free CPE for PFP/PFS members).
- Learn more to have skillful conversations in this podcast with Jean-Luc Bourdon, CPA/PFS.
This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.
246 פרקים
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