Rational and Impactful Goals - a podcast by Financial Planning Association

Samantha Lamas is a behavioral researcher at Morningstar Investment Management, and Ryan Murphy, Ph.D., is Morningstar’s head of Decision Sciences. They spoke with Hannah Moore, CFP®, about their award-winning research and the tool they developed to help financial planning professionals create a clear plan for their clients’ goals, so they can make advised and rational decisions. Be sure to earn .5 hours of CFP Board CE Credit with this episode!

Further episodes of You're a Financial Planner, Now What?

Further podcasts by Financial Planning Association

Website of Financial Planning Association