Traditional financial planning focuses on numbers—budgets, investments, risk tolerance, and projections. However, behind every financial decision is a person influenced by emotions, past experiences, and deeply ingrained beliefs about money. Ignoring these human elements can lead to resistance, inaction, or even financial self-sabotage.

Today advisors must do more than just manage assets—they need to understand the psychology behind their clients' financial decisions. This is where a Financial Behavior Specialist comes in. But what exactly do they do, and how can they add value to your firm?

Mastering the Art of Questioning - Are your questions inviting conversation or shutting it down?