20. Dr. Kristy Archuleta, Dr. Michael Kothakota and Ed Coambs on the Psychology of Financial Planning

On the Circuit
07/06/2023 1h 0min

Listen "20. Dr. Kristy Archuleta, Dr. Michael Kothakota and Ed Coambs on the Psychology of Financial Planning"

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Episode Synopsis

Get “financially naked” with our guests this week as they delve into the future of financial planning, client-advisor communication techniques and the psychology behind different approaches to financial planning. Dr. Kristy Archuleta, a University of Georgia professor; Dr. Michael Kothakota, CFP Board Head of Research and CEO of WolfBridge Wealth; and Ed Coambs, Founder of Healthy Love and Money, sit down with Three Crowns at the 2023 Shift Conference to tell it all.And if you want to le...

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