))
Measuring Client Impact with Michael Kothakota, PhD, CFP®, AFC®
Manage episode 365349193 series 3383539
AFCPE®에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 AFCPE® 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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 research
5:56 Building an integrated continuum of personal finance
9:12 CFB board's addition of financial psychology
13:16 Into his role as research director
17:45 Metrics around financial behavior
19:43 The importance of research in the finance industry
23:17 Advice for students or career changers into financial planning
26:18 Mike's final 2 cents
Show Note Links:
CFP Board Research and Resources
JFCP Research Journal & AFCPE Research resources
Want 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.
103 에피소드
공유
