Tune in to hear:

- What role does positive psychology play in financial planning? More broadly, what is positive psychology and how is it differentiated from the popular conception of behavioral finance as the study of bias?

- What is the “three good things” intervention and why does it work? Is it applicable in a financial context as well?

- What do you do when someone attributes the best things in life to happenstance or luck? How can you potentially reorient this into something with a more internal locus of control?

- Why is money uniquely ripe for conflict and why are advisors well-positioned to help?

- What are the primary stages of financial conflict resolution?

- Is neuroticism the main personality trait, of the “Big 5,” that advisors would want to be aware of in their clients or do other personality traits play a big role in making sound investment decisions as well?

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Compliance Code: 1117-OAS-6/27/2022