You're A Financial Planner; Now What?
How Practical Wisdom Helps Clients Navigate Uncertainty
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:41:25
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Sinopse
Dayana Kupisk, PhD, is the author of The Practical Guide to Making Wise Financial Decisions. She's also an employee development consultant and coach with a research focus on practical wisdom in the workplace. In this episode, she talks about her research, her book, and how financial planners can engage clients and develop practical wisdom.
