Workshops and Consulting Services
The Psychology of Financial Planning is a crucial element in helping clients make better financial decisions. Firms have the opportunity to host Dr. Charles Chaffin for workshops and consulting services, equipping advisors with the skills to:
- Build stronger client relationships
- Encourage action on financial plans
- Attract and retain new clients
Acting Upon Your Client’s Financial Psychology
This interactive workshop provides advisors with actionable strategies to recognize and address client biases that may hinder long-term financial success. Drawing from behavioral finance and cognitive psychology, Dr. Chaffin leads hands-on exercises to help advisors:
✔ Identify key client biases and decision-making patterns
✔ Apply practical interventions to guide better financial choices
✔ Foster more productive client conversations
To book Dr. Charles for your next event or schedule a workshop, email his team here.
Dr. Charles Chaffin 