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.
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