Psychology of Financial Planning

The Practitioner's Guide to Money and Behavior

Omschrijving

The inclusion of the psychology of financial planning into the required body of knowledge for financial planners is a huge leap forward for the profession to become even more client centered. A thorough understanding of the financial psychology of clients helps advisors from all business models better address their goals and needs in real-time. In Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior, the distinguished team of practitioners and scholars delivers a deep dive into five different areas of the financial psychology of clients. The book offers contexts, tools, and solutions for the most frequently encountered issues in each of these areas and shows financial practitioners how to address the financial behaviors, triggers, flashpoints, beliefs, and cognitive biases that commonly arise. This book is not about just defining terms and phrases. You'll learn to facilitate behavioral change by asking the right questions and providing advice in the right way. The authors present the Klontz-Chaffin Model of Financial Psychology, which outlines the factors that impact money and behavior. They go beyond the cliché advice offered by countless media experts who tell people to buy low and sell high and not live beyond your means by showing you how to help clients actually change their behaviors. The book explains how to help clients by helping them use their worldview and experiences to inform and improve the financial decisions they make every day. An essential guide for financial planners and advisors seeking to increase the positive impact they have on the lives of their clients and their families, Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior will also earn a place in the libraries of anyone interested in the psychology of money, investing, and wealth building.
€ 43,75
Gebonden
Gratis verzending vanaf
€ 19,95 binnen Nederland
Jaar
2022
Taal
Engels
Pagina's
288
Gewicht
570 gr
EAN
9781119983729
Afmetingen
160 x 235 x 26 mm
Bindwijze
Gebonden

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