Latest / Planning & Beyond® - Where financial planning meets human understanding
44. Building Financial Empathy: Why Your Clients' Behaviors Make Perfect Sense with Dr. Michael Thomas
Text us to share what you found helpful!
You walk into a client meeting prepared with projections, strategies, and solutions. But something's off. Your client nods at the right moments, signs the paperwork, yet you sense there's a conversation happening beneath the surface that you're not part of.
Dr. Michael Thomas, Associate Professor at the University of Georgia and author of Black Financial Culture, joins me to explore what he calls the "threads" that connect our financial behaviors to our identities, relationships, and cultural experiences. Michael's journey from accounting to financial…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.