Dr. Charles Chaffin is an author, educator, and consultant working in a variety of disciplines. His work straddles financial psychology and the science of attention and distraction in the workplace. His most recent books, The Psychology of Financial Planning: The Practitioner's Guide to Money & Behavior and The Practitioner's Toolkit focus on ways advisors can better understand client biases (and their own) to develop deeper relationships in financial planning practice.
He also recently authored Numb: How the information age dulls our senses and how we can get them back focuses on the science behind social media, cable news, dating apps, and technology in general impact us, from confirmation bias to compassion fatigue to choice overload.
He teaches in a variety of colleges and universities and consulted with several financial firms in helping them better understand humans and their complex relationship with money. His passion, whether as an author, educator, or consultant, is to take complex topics and make them accessible and impactful to a broader population. As a speaker and consultant, he also works with a variety of companies and organizations to help them become more productive and client-centered.
Speaking Topics -
Information Overload In The Workplace
A 1-3-hour session devoted to how employees can better manage the influx of data that is part of modern work life. Attendees can reflect upon how they manage information, including email, instant messengers, PowerPoint presentations, meetings, and even social media. Using fun activities and group exercises, this program is designed for both executives as well as employees to improve productivity and creativity in the workplace as well as improve overall well-being.
Psychology of Financial Planning
Dr. Chaffin and Dr. Brad Klontz offer consulting services to financial services firms large and small related to the Dr. Charles Chaffin. They focus on topics from How to get the client to take action; Multicultural competence in financial planning; Client crisis events; and other ways to develop deeper relationships with clients.
How We Learn
This 1-3-hour workshop is designed for organizations who want to refine their existing education and training, whether within their workforce or their external stakeholders. This session, usually combined with an evaluation of existing programs and communication, is catered to the specific needs of the organization and focuses on everything from refining communication for clarity and understanding to strategies related to in-person and online learning.
Numb
This workshop focuses on the employee’s relationship with the information age, including social media, cable news, and a host of other information sources and platforms. The session focuses on confirmation bias, FOMO, compassion fatigue, and a host of other byproducts of life in this digital age. Attendees reflect upon their own relationship with technology and develop ways to manage all of the information coming at them…without the information managing them!
