Client psychology aims to help financial advisors develop a more effective client centered practice by drawing heavily on advances in psychology behavioral finance evidence based decision making and the human sciences to better understand the biases behaviors and perceptions that impact client decision making and financial well being. A client centered approach to financial planning practice built by research for practitioners the second in the cfp board center for financial planning series client psychology explores the biases behaviors and perceptions that impact client decision making and overall financial well being. The client both teaches and ideally learns from their therapist you may know exactly what your client needs but how do you deliver that advice so that its deemed valuable enough to act upon even diamonds can be mistaken for common stones 3 psychology techniques that will increase the influence of your suggestions 1 dress up the . In client psychology you will adapt to disruptive change in the financial planning industry by becoming more client centered articulate how better knowledge of client psychology decision making and behavioral finance can help you build deeper long lasting customer relationships
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