This week on Standard Deviations, Dr. Daniel Crosby is joined by Dr. Christina Lynn.
Christina Lynn, Ph.D., CFP®, AFC®, CDFA®, is a wealth management consultant specializing in the psychology of financial planning, divorce finances, estate planning, and digital assets. Her approach to financial planning is holistic and evidence-based, with a strong emphasis on life planning and innovation. One of her passion projects involves leveraging Motivational Interviewing to enhance the work of wealth advisors. Christina earned her doctorate in personal financial planning from Kansas State University. Her work has been published in the Journal of Financial Planning and Counseling and the Journal of Financial Planning. In addition to her consulting work, Christina is an aspiring author, focusing on raising financially savvy kids.
Tune in to hear:
- Examples of when emotional connection can play a decisive role in sales.
- How, practically, can advisors shift their focus a bit from the technical to fostering deep, emotional connections with their clients?
- What is motivational interviewing, what is based on and what does it look like in practice?
- Where does the discovery process often go wrong and what can we do to make it go right?
- How can silence be a powerful tool in client meetings?
- How can advisors help their clients’ goals become more vivid and salient for them?
- What is EQ, or emotional intelligence, and why does it matter so much for advisors? Also, what specifically is Dr. Lynn doing with her workshops and her scorecard?
- What is one sub facet of emotional intelligence that we could all stand to work on?
Compliance Code: 2455-OAS-9/23/2024
ABOUT STANDARD DEVIATIONS PODCAST:
Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby, the personality behind STANDARD DEVIATIONS podcast, is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets.
Dr. Crosby’s first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into Japanese, Chinese, Vietnamese and German. His latest work, The Behavioral Investor, is an in-depth look at how sociology, psychology and neurology all impact investment decision-making.
