Money is emotional. Every financial decision we make is shaped by experiences, beliefs, fears, and behaviors that have nothing to do with spreadsheets or market performance. In this episode of Behind The Numbers With Dave Bookbinder, Kate Duffy, Senior Vice President and Wealth Advisor at Bryn Mawr …
Money is emotional. Every financial decision we make is shaped by experiences, beliefs, fears, and behaviors that have nothing to do with spreadsheets or market performance. In this episode of Behind …
Money is emotional. Every financial decision we make is shaped by experiences, beliefs, fears, and behaviors that have nothing to do with spreadsheets or market performance. In this episode of Behind The Numbers With Dave Bookbinder, Kate Duffy, Senior Vice President and Wealth Advisor at Bryn Mawr Trust, pulls back the curtain on the psychology of wealth. As a Certified Financial Behavior Specialist and co-host of The Planning Perspectives Podcast, Kate explains why clients stall on logically perfect financial plans and explores the profound identity crisis entrepreneurs face when selling a b…

