Psychology of Money

Press

Financial Planning Assn Journal

Laura’s Case: The Psychology of Money, the Psychologist and the Financial Planner

What emotional issues or personality traits are coloring a client’s financial situation? Financial advisors often run up against client behaviors that obstruct the client’s financial success. The authors of this article, a financial planner and a psychologist give an overview of a process they used to assess and advise one of the planner’s clients. They also discuss the benefits of consulting with a psychological therapist or counselor.

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Psychology of Money Training

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Dr. Gottfurcht is a consummate professional. One of the greatest challenges planners face is getting our clients to open up and tell us what they really want. Dr. Gottfurcht's experiential teaching style makes it easy to learn and develop new skills in an "ah ha" moment of time. Moreover, using the foundational questions helps the planner understand, quickly, how clients want to enjoy and co-create their planning experience. I highly recommend Dr. Gottfurcht to any organization seeking to benefit from his 35 years of experience and research on the psychology of money.

Neal Van Zutphen
MCFP®, M.S.

Thank you for presenting at the 2011 FPA Annual Conference. You did a great job...Your content was excellent, your delivery was effective, and the experiential exercises you facilitated helped the participants get plenty of take-home value.

Bill Bachrach, Ph. D.
CSP, CPA, - San Diego, CA

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