Financial Psychology. Organizational Excellence.

Dr. Charles Chaffin writes, consults, and teaches in two areas: Financial Psychology and Workplace Learning & Productivity.

In the realm of Financial Psychology, Dr. Chaffin identifies the factors that impact a client’s decision making as well as all factors that impact the client-advisor relationship. He also co-founded Affirming Advisor™, a program designed to help firms better serve LGBTQIA+ clients and allies in financial services. In one year, close to 5,000 advisors and over 90 colleges and universities have adopted the program that he co-operates.

On the organizational front, Dr. Chaffin empowers businesses to make sure their workforce has the right competencies to meet goals. From needs analysis to strategy to content and delivery, his firm helps organizations make sure their team is ready to meet quarterly and annual goals.

Our workforce is also distracted, focusing only about 60% of the workday. His firm helps employees minimize distractions, streamlining communications, setting concrete goals, and fostering an environment of innovation and productivity. He founded PROLIFIC, a suite of programs that helps organizations identify barriers that limit their ability to meet goals and help employees achieve their highest potential.

He also serves as Professor of Practice in the College of Human Sciences at Iowa State University.

The Psychology of Financial Planning (2023)

Numb (2021)

Contact Charles