Behavioral finance plays a crucial role in the financial planning we do at the Athenian Private Client Group and it’s part of the Human Element Program we roll out for clients. Today we want to explore the psychology of finance, explain our approach, and look at the role it plays in investing.  Here’s what we discuss in this episode:0:00 – Intro 0:35 – Psychology of finance2:27 – The questionnaire 4:34 – Observations6:40 – Behaviors impacting investments8:28 – The role of an advisor11:35 – The first stepsHave questions or want to get your financial plan started? Here's how to contact us: Website: https://theaudibleadvisor.com/ Phone: (727) 754-8418 Email: [email protected] Watch the show on YouTube: https://bit.ly/3VmzCUx

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