Financial Psychology. Productivity in the Workplace.

Dr. Charles takes complex topics and makes them accessible to a broader population. His consulting services serve financial planning firms as well as organizations looking to address information overload, decision-making, and biases within and beyond the workplace. He regularly speaks at association, academic, and other professional conferences and meetings.

Information Overload In The Workplace

A 1-3-hour session devoted to how employees can better manage the influx of data that is part of modern work life. Attendees can reflect upon how they manage information, including email, instant messengers, PowerPoint presentations, meetings, and even social media. Using fun activities and group exercises, this program is designed for both executives as well as employees to improve productivity and creativity in the workplace as well as improve overall well-being. Learn more about his partnership with WeLearn: https://welearnls.com/workshops/

Psychology of Financial Planning

Dr. Chaffin and Dr. Brad Klontz offer consulting services to financial services firms large and small related to the psychology of financial planning. They focus on topics from How to get the client to take action; Multicultural competence in financial planning; Client crisis events; and other ways to develop deeper relationships with clients. Learn more about their work here: http://www.psychologyoffinancialplanning.com.

How We Learn

This 1-3-hour workshop is designed for organizations who want to refine their existing education and training, whether within their workforce or their external stakeholders. This session, usually combined with an evaluation of existing programs and communication, is catered to the specific needs of the organization and focuses on everything from refining communication for clarity and understanding to strategies related to in-person and online learning.


This workshop focuses on the employee’s relationship with the information age, including social media, cable news, and a host of other information sources and platforms. The session focuses on confirmation bias, FOMO, compassion fatigue, and a host of other byproducts of life in this digital age. Attendees reflect upon their own relationship with technology and develop ways to manage all of the information coming at them…without the information managing them!

Consulting Services

Dr. Chaffin works with a variety of businesses and non-profits to evaluate and refine their learning and development needs. He works with groups to develop a multiyear strategy based upon their strategic plan and organizational goals. He has also worked with organizations to develop new instructional offerings-whether in-person, synchronous, or asynchronous- to members and customers.

Contact Charles regarding consulting services

Book Charles for your next event or workshop