To demo MRI™for your firm, email us at DrCharles@MoneyandRiskInventory.com.
From prospecting to building deep client relationships, MRI™ provides the insights you need to grow.
From prospecting to building deep client relationships, MRI™ provides the insights you need to grow.
Your client's way of making investing decisions suggests that they take multiple factors into account, and they don't seem to have unusual problems with making investment decisions because of common biases. They appear to be good at looking at situations closely and making smart decisions.
Your client may be vulnerable to making investment choices based on what others are doing, without a careful independent analysis or guidance from a financial expert. Before they make investment decisions, they should consider conducting an objective analysis and seeking professional advice.
Your client is vulnerable to making investment choices based on what others are doing, without a careful independent analysis or guidance from a financial expert. Before making investment decisions, they should consider conducting an objective analysis and seeking professional advice.
Dr. Charles Chaffin’s work brings cognitive and education psychology to financial planning practice. He has 7 different books within financial planning and cognitive psychology, including The Psychology of Financial Planning (2023) and Numb: How the information age dulls our senses and how we can get them back (2021). Dr. Chaffin is co-fo
Dr. Charles Chaffin’s work brings cognitive and education psychology to financial planning practice. He has 7 different books within financial planning and cognitive psychology, including The Psychology of Financial Planning (2023) and Numb: How the information age dulls our senses and how we can get them back (2021). Dr. Chaffin is co-founder of the Psychology of Financial Planning suite of programs which has enrolled close over 5,000 advisors and students from 100 colleges and universities within the first year.
He helps a variety of firms develop avenues to better understand the biases and behaviors of their clients as well as other factors that impact the client-planner relationship across multiple business models. Previously, he led research and education activities at CFP Board.
He is based in New York and is a Professor of Practice at Iowa State University.
Dr. John Grable, CFP®, is a professor and researcher at the University of Georgia, where he holds an Athletic Association Endowed Professorship. Before his academic career, he was a pension/benefits administrator and a Registered Investment Adviser at an asset management firm. Dr. Grable has contributed to the financial planning field as
Dr. John Grable, CFP®, is a professor and researcher at the University of Georgia, where he holds an Athletic Association Endowed Professorship. Before his academic career, he was a pension/benefits administrator and a Registered Investment Adviser at an asset management firm. Dr. Grable has contributed to the financial planning field as the founding editor of the Journal of Personal Finance, co-founding editor of the Journal of Financial Therapy and Financial Planning Review, and interim editor for Financial Services Review. Renowned for his contributions to financial literacy and education, financial risk tolerance assessment, behavioral financial planning, and evidence-based financial advisory practice, he actively fosters the connection between research and practical financial planning, with over 150 publications to his name.
Bradley T. Klontz, Psy.D., CFP® is an expert in financial psychology, financial planning, and applied behavioral finance. He’s an Associate Professor of Practice at Creighton University Heider College of Business, Co-Founder of the Financial Psychology Institute, and Managing Principal of YYMW Advisors.
Dr. Brad is co-author/co-editor of
Bradley T. Klontz, Psy.D., CFP® is an expert in financial psychology, financial planning, and applied behavioral finance. He’s an Associate Professor of Practice at Creighton University Heider College of Business, Co-Founder of the Financial Psychology Institute, and Managing Principal of YYMW Advisors.
Dr. Brad is co-author/co-editor of 8 books on the psychology of money: Psychology of Financial Planning (Wiley, 2023), The Practitioner's Toolkit (Wiley, 2023), Money Mammoth (Wiley, 2020) Facilitating Financial Health (NUCO, 2008; 2016), Financial Therapy (Springer, 2015), Mind Over Money (Broadway Business, 2009), Wired for Wealth (HCI, 2008), and The Financial Wisdom of Ebenezer Scrooge (HCI, 2005; 2008).
