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Coffee Break with C2P: Understanding Behavioral Finance
In this episode of Coffee Break with C2P, we dive into behavioral finance! We discuss what it is, how behavioral coaching, client assessment and goals tie together, and share techniques that two C2P advisors use to overcome some of the behavioral biases with their clients.
Joining Kirsten Schlumbohm are Cade DeNazario Akers, CFP®, Product Manager at Orion, Jeannette Bajalia, President and Founder of Woman's Worth, and Walter Young, MBA, RICP®, Founder of 5th Option.
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By C2P
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In this episode of Coffee Break with C2P, we dive into behavioral finance! We discuss what it is, how behavioral coaching, client assessment and goals tie together, and share techniques that two C2P advisors use to overcome some of the behavioral biases with their clients.
Joining Kirsten Schlumbohm are Cade DeNazario Akers, CFP®, Product Manager at Orion, Jeannette Bajalia, President and Founder of Woman's Worth, and Walter Young, MBA, RICP®, Founder of 5th Option.
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