Scott was joined by Dr. Naomi Win virtually for a discussion on behavioral finance and how psychology plays into financial decision making. Dr. Win draws on clinical practice and current research to clarify the psychological factors that shape decision-making. By mapping the cognitive and emotional drivers that define financial behaviors, she upskills those seeking adaptive strategies to enhance well-being and wealth.

In this episode you will learn the following:
1. The importance of understanding clients' emotional responses to financial matters.
2. The role of ego in financial advising.
3. Intolerance of Uncertainty
4. Ways for advisors to enhance their empathy and communication skills.
 

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

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