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Measuring Client Impact with Michael Kothakota, PhD, CFP®, AFC®
Manage episode 365349193 series 3383539
AFCPE® द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री AFCPE® या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.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
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