Dr. Chaffin works with a number of firms to help their advisors develop deeper relationships with clients, focusing on the financial psychology of both the client and the advisor- all to drive better results.
“When working with an advisor or a group, my primary focus is on developing strategies that enhance their effectiveness. Given the emphasis on the psychology of financial planning, this process is as much about advisors gaining self-awareness as it is about improving their ability to serve clients.”
Interactions are always designed with a results-driven approach. Every strategy we introduce is structured with clear objectives and measurable outcomes.
Each new strategy is outlined with specificity, detailing:
• The exact change we are seeking, whether it’s improving client communication, increasing client retention, or refining an advisor’s approach to engaging clients.
• Who needs to be involved—from individual advisors to leadership teams or client service professionals.
• The time horizon for implementation- establishing realistic milestones to track progress.
• Firm-wide collaboration—identifying other stakeholders within the firm who need to be informed or engaged for the strategy to be successful.
Once a strategy is put into motion, I follow up to assess whether we’ve achieved the intended results. If adjustments are needed, we refine our approach, ensuring that the strategies we develop lead to meaningful and lasting improvements.
For more information on coaching/consulting services, email here.
Dr. Charles Chaffin 