Understanding the Human Side of Financial Planning
Keynote Speaker | Author | Professor | Financial Psychology Expert
200+ presentations delivered across North America, Europe, Africa & Asia
Book Dr. Charles for Your Next Event
Dr. Charles Chaffin speaks at conferences and works with financial firms worldwide on the human side of financial planning. Drawing from research in financial psychology, behavioral finance, motivation, and decision-making, he helps advisors better understand why clients make the decisions they do and how to improve trust, communication, follow-through, and financial outcomes. As co-creator of the Money & Risk Inventory™ (MRI™), author of multiple books on financial psychology and financial planning, and educator to thousands of financial professionals and students, Dr. Chaffin delivers engaging, research-based presentations that combine behavioral science with practical application.
Clients rarely make decisions based solely on logic. This session helps advisors understand the behavioral forces shaping financial decisions.
Drawing from motivation science, this presentation explores why implementation is often harder than decision-making.
How advisors can simplify decisions while preserving client confidence and autonomy.
The psychological and behavioral factors that drive trust, and strategies for strengthening client relationships.
The psychological barriers that prevent full disclosure, and how to create conversations where honesty feels safe.
Evidence-based techniques advisors can use immediately to improve client action and accountability.
Most systems understand balances, accounts, and demographics—not human behavior. How behavioral data and AI will shape the next generation of financial planning.
Looking for more than a keynote?
Dr. Chaffin also delivers highly interactive workshops designed to help advisors and teams apply behavioral science directly to their client relationships and business practices. Workshops can be customized as half-day, full-day, or multi-session programs.
- The Psychology of Financial Planning
- Motivating Client Action
- Behavioral Finance in Practice
- Building Trust Through Better Conversations
- Retirement Beyond the Numbers
- The Future of Advice
Bring the Human Side of Financial Planning to Your Next Event
Interested in booking Dr. Chaffin for your next conference, annual meeting, workshop, or leadership event?
Contact Us Today
Dr. Charles Chaffin 