Behavioral Wealth and Personal Finance – Behavioral Wealth Specialists Cohen
Taylor and Wendell Clarke join Chris Boyd and Jeff Perry for a lively discussion on how
financial planners can best serve their clients. Cohen and Wendell explain how the
qualitative aspects of wealth management in a framework around emotional and
behavioral components of financial goals and concerns are all connected. Cohen and
Wendell share their thoughts on why attentive listening, mediation, assessment, and
intervention skills are key to a successful financial planning process. Cohen outlines the
6 Elements of Wealth, and only one of them is about money!
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
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