Implementing the Psychology of Money: A Framework for Meaningful Financial Planning

Financial planning becomes powerful when advisors understand not just numbers, but the psychology behind them.

In this webinar, Derek Hagen introduces a structured, question-driven framework for implementing the psychology of money in client conversations.

Advisors will learn how to:

1. Eliminate social comparison and uncover mimetic desire

2. Define a clear, personal vision of True Wealth

3. Identify and understand inherited money scripts

4. Recognize when financial therapy referral may be appropriate

The key isn’t going deep for the sake of depth.

It’s knowing what you’re listening for—and applying the right level of intervention at the right time.

When advisors sequence behavioral insight thoughtfully, financial plans become more aligned, more ethical, and more meaningful.

Learning Objectives

Upon completion of this webinar, participants will be able to:

1. Explain how mimetic desire and social comparison influence financial decisions.

2. Apply structured questioning techniques to help clients define a meaningful vision of wealth and life satisfaction.

3. Identify common money scripts and assess their influence on financial behavior.

4. Differentiate between behavioral challenges appropriate for financial planning intervention and those requiring referral to financial therapy.