06/06/2023
This demand is extremely important..
Truth be told this demand is not just for Financial Planners, this is for any profession that allows you to be a trusted source for people when making financial decisions. Whether that’s financial advisors, Realtors, Fund Managers, CPA, Economist, Attorney, or an Author.
When you have the best interest for your client or audience, you want to help them change their psychology and their behavior towards their finances. It’s alot emotions that comes with buying a house, doing your taxes, doing estate planning, investing in the Stock Market, etc. your not their THERAPIST. But you can be trusted source for them so they can be able to take control of their emotions and psychology when making financial decisions.
If an individual haven’t changed their psychology or gotten to the root cause of why they have this weird emotion when it comes to investing their money, and making the best financial decisions for their future then it’s going to be very difficult for them to understand any thing you teach them or why they need your services..
*these are my views, and not financial advice*