Change is hard. Helping others change isn’t always simple either. But we know, especially for folks like financial advisors, there will be times it’s important that you do. So, what can we do to make change easier, or to help others get where they want to go?

On this episode of The Behavioral Divide, we cover exactly that. Professor Hal Hershfield speaks with two outstanding guests. He interviews Professor Katy Milkman of The Wharton School at the University of Pennsylvania and author of How to Change: The Science of Getting from Where You Are to Where You Want to Be as well as Tiffany Rosetti who serves as a financial advisor for Wealth Enhancement.

If you enjoy the show, please subscribe or let us know by giving our series a five-star rating. We’d also love to hear from you. To join in on the discussion, send us a note at BehavioralDivide@AvantisInvestors.com.

Important Disclosures

The views expressed in this presentation are the speaker’s own and not necessarily those of American Century Investments. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances.

Hal Hershfield is not affiliated with American Century Investments.

The book How to Change: The Science of Getting from Where You Are to Where You Want to Be is not affiliated with, sponsored by, or endorsed by Avantis Investors or American Century Investments.

Follow us on social media:

LinkedIn: https://a.vant.is/4ppUSVI

X: https://a.vant.is/4psIwMw

Subscribe to The Behavioral Divide podcast:

Spotify: https://a.vant.is/3IlDEIy

Apple: https://a.vant.is/3IgEhDe