Optimized Advisor Podcast
Optimized Advisor Podcast
Scott Heinila
Optimizing Uncertainty: Mastering Emotional Intelligence and Empathy in Financial Advising with Dr. Naomi Win
43 minutes Posted Oct 3, 2024 at 10:00 pm.
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Show notes
Scott was joined by Dr. Naomi Win virtually for a discussion on behavioral finance and how psychology plays into financial decision making.
Dr. Win draws on clinical practice and current research to clarify the psychological factors that shape decision-making. By mapping the cognitive and emotional drivers that define financial behaviors, she upskills those seeking adaptive strategies to enhance well-being and wealth.
In this episode you will learn the following:
The importance of understanding clients' emotional responses to financial matters.
The role of ego in financial advising.
Intolerance of Uncertainty
Ways for advisors to enhance their empathy and communication skills.