Financial Psychology: Client Attitudes & Financial Planning
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Each of us enters the financial planning process with a unique set of attitudes and outlook about everything from investing to budgeting. Our perspective can influence success when it comes to money-related matters.
In this session, we welcome Dr. Sarah Fallaw, President of DataPoints and co-author of The Next Millionaire Next Door. Dr. Fallaw’s presentation will help you gain a deeper understanding of how attitudes relate to financial behaviors and financial outcomes such as net worth, regardless of how old we are or our income level.
Learning objectives:
- Understand the difference between the concepts of attitude, personality, behavioral finance biases, and behaviors
- Understand how attitudes can influence behaviors related to financial matters
- Learn how to identify attitudes using interviews and assessments