This idea of selling people on the value of financial planning is critical as a young planner – and it will completely change your outlook on your approach to your practice!
In this episode we go over how to incorporate positive psychology into your planning with Dr. Martin Seay. Learning how to incorporate positive psychology into you practice can help to improve your planning, communication, and relationship with your clients.
We had so much fun sitting down with Kali Hawlk of Creative Advisor Marketing at FINCON17. This week she shares with us how to talk marketing, hiring a writer, and how to evaluate whether your marketing strategy works for you!
This week we had the pleasure of sitting down with Ben Granjé, a behavioral psychologist. Ben has worked for Morningstar in the past, and is now the managing director at Beconomics, a consulting firm in Belgium.
Dave shows us a blueprint to leaving our mark on the financial planning profession. He shares his insights on what the profession means to him and the importance of growing the financial planning community together.