How Psychology Affects Your Search for a Financial Advisor

How Psychology Affects Your Search for a Financial Advisor

Matt Goren
The American College of Financial Services
Kiplinger
May 14, 2022

There are many factors that go into a client’s decision to work with a financial advisor–but CFP® Certification Education Program Director Matt Goren says the most critical element of this choice is psychology and the client’s emotional relationship with the advisor rather than technical skills or lower fees.

Learn more in his latest piece from Kiplinger.

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