Our guest today, Michael Kothakota is the head of research at the CFP Board. In this episode, we learn about Michael’s path into financial services, and how the AFC curriculum - on the way to becoming a planner - helped broaden his perspective and enabled him to better support clients. We discuss how critical it is for financial professionals to be able to effectively connect solutions to human needs, and the importance of relational skills and building trust with our clients. We also get a glimpse into the early stages of CFP Board’s client impact study and are reminded how important it is not to build a profession on anecdotes. Show Notes:1:56 Mike's journey into financial planning and research5:56 Building an integrated continuum of personal finance9:12 CFB board's addition of financial psychology13:16 Into his role as research director17:45 Metrics around financial behavior19:43 The importance of research in the finance industry23:17 Advice for students or career changers into financial planning26:18 Mike's final 2 centsShow Note Links:CFP Board Research and ResourcesWealth Bridge WealthConnect on LinkedinJFCP Research Journal & AFCPE Research resourcesWant to get involved with AFCPE®?Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today! Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.

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