Exploring Planner Pain Points and Client Crises in the ‘Psychology of Financial Planning’

By
Megan McCoy, Ph.D., LMFT, AFC, CFT; Billy Spencer, CFP®, TPCP, FBS, CFT; Blake Gray, Ph.D., CFP®; Shane Heddy, FBS; and Donovan Sanchez, CFP®

Journal of Financial Planning: September 2025

 

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Journal: September 2025

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