Dr. Chia-Li Chien, CFP, PMP interviewed Joel Franks, on “Applying Financial Behaviors to Build Your Wealth” on Sept 21, 2021, at 2:00 PM PDT.

From consumers to financial planning practitioners, everyone needs to understand what financial behaviors are. However, very few know how to apply them when working with clients. In this interview, Dr. Chien will discuss Mr. Franks’ renowned podcast FinWizdom and how his wisdom can help financial planning practitioners serve clients better.

  • What are obsessions with possessions?
  • How to avoid temptations?
  • Can niches reveal financial motivations?
  • “I’ve been framed,” is that a good thing?
  • Have my employers “anchored” me away from saving for retirement?

Mr. Franks suggests visiting the following resources before this interview:

Register now, and you will receive a confirmation email containing information about joining the meeting. This is a webinar you won’t want to miss!!

 

Applying Financial Behaviors to Build Your Wealth with Joel Franks Part 1

Applying Financial Behaviors to Build Your Wealth with Joel Franks Part 2