Dayana Kupisk, PhD, is the author of The Practical Guide to Making Wise Financial Decisions. She’s also an employee development consultant and coach with a research focus on practical wisdom in the workplace. In this episode, she talks about her research, her book, and how financial planners can engage clients and develop practical wisdom.
Tiffany Aliche, AKA The Budgetnista, is an award-winning financial educator, blogger, podcast host, speaker, and the founder of the Live Richer Academy. On this episode, Tiffany shares her story, how she grew her business into an enterprise, and why service and education are critical in the financial planning profession.
In this round table, our group of four paraplanners share their insights and what they have learned about financial planning having worked with multiple different firms. Don’t miss their fantastic insights into financial planning firms!
Dr. Moira Somers, author of Advice That Sticks, wears many hats. She’s a clinical neuropsychologist, professor, and executive coach whose work focuses on financial psychology. We’re honored to sit down with her today to discuss all things money and the mind.
How would we be better off if we addressed the gender equality in our profession? In this episode, we’ll be exploring this, and many other questions about how we can address the gender gap in financial planning together.