Psychology and Value of Advice Research Paper Presentations
Wednesday, September 27, 2023
2:15 PM – 3:15 PM MST
Location: PCC: North 222 C
CE: 1 CFP CE Credit(s)
Two academic papers on the link between psychology and the advice received in financial planning will be presented. The papers will address the topics: (1) the value of advice; (2) the impact of life purpose coaching and holistic financial planning.
Papers Presented: The value of advice: A narrative review and conceptual framework; Authors: Kristen MacDonald, Karen Wildman, Ellana Loy
The case for life purpose coaching in holistic financial planning: past results and future directions; Author: Michelle Cull