Dr. Brad Klontz and Derek Lawson have worked together to integrate behavioral finance, financial therapy, and financial psychology into the world of financial planning. Their research is guiding advisors everywhere to add a deeper level of value to the lives of their clients – and they want to help you do the same!
We’re excited to have Jon Luskin, CFP® of Define Financial on #YAFPNW. Jon is passionate about sound investing with lower costs and he’s willing to support that passion with his own research.
This episode is the second of a three part series with Carol S. Craigie and her business partner Catalina. In this episode, Carol shares her passion to improve individual’s financial lives.
Amy Mullen, CFP® shares how the Money Quotient® research has bettered the lives of many clients and continues to propel the financial planning profession forward.
In this episode Dr. Dave Yeske shares the importance of research for financial advisors. If we want to truly move forward as a profession, we have to be engaged with the research and let that help guide our work with clients.