How the Change the World: A presentation give the real financial planners at the New Jersey chapter of the Financial Planning Association at their annual meeting on October 23rd, 2014

1. HOW TO CHANGE THE WORLD
carl@behaviorgap.com
@behaviorgap

6. New York Times
Subject: Financial Advisors
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[10/28/2009]
from: Ron Lieber

10. CRAIG’S STORY

11. WHAT CAN WE DO ABOUT
IT?

12. 1
ADMIT THAT WE ARE
PART OF THE PROBLEM

16. 2
START TALKING ABOUT
MONEY

18. 3
TALK ABOUT THE RIGHT
THINGS

23. 4
SIMPLIFY.

26. 5
WHY?

30. 6
LET GO

32. WANT A COPY OF THIS
PRESENTATION?
carl@behaviorgap.com