Behavioral Wealth and Personal Finance

Behavioral Wealth and Personal Finance – Behavioral Wealth Specialists Cohen

Taylor and Wendell Clarke join Chris Boyd and Jeff Perry for a lively discussion on how

financial planners can best serve their clients. Cohen and Wendell explain how the

qualitative aspects of wealth management in a framework around emotional and

behavioral components of financial goals and concerns are all connected. Cohen and

Wendell share their thoughts on why attentive listening, mediation, assessment, and

intervention skills are key to a successful financial planning process. Cohen outlines the

6 Elements of Wealth, and only one of them is about money!

For more information or to reach Chris Boyd or Jeff Perry, click the below link:


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