An Educated Investor Knows Who They Are

Paul is encouraged by the recent addition of a psychology program as a part of Certified Financial Planning (CFP) education. Paul shares how concepts like attachment theory can explain why investors have anxiety and get lower-than-market returns. Listen along to hear why an educated investor knows who they are and how an educated advisor can help them get there. Later in the show, Paul shares a few questions educated investors need to be able to answer.

 

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