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.
This week on #YAFPNW we chat with Amy Irvine on about approaching your target market, how to have meaningful conversations with your clients (even when it’s uncomfortable), and more.
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.
Bill Winterberg joins us to discuss his career path, the life of an entrepreneur and the latest trends in technology.