When money is involved all sorts of psychological triggers can come up that can potentially trip us up — many of which we’re not even aware of. But as empowered women business owners, we ought to become savvy about these concepts so we are aware when they arise and we can use them to our advantage.
Money is a complex topic and I’m excited to welcome our guest today that brings both her financial acumen and her background as a PhD in Educational Psychology to the conversation.
Today Jenn Aubert of LearnSavvy is chatting with financial advisor Amy Leis about the psychological aspects that arise when we make financial decisions both personally and professionally.
In our conversation we discuss psychological principles such as loss aversion, opportunity costs, the endowment effect and herd behavior. Let’s begin to be wiser when it comes to our money!
More about Amy
Amy Leis is a financial advisor with Janney Montgomery Scott. She provides sound financial advice for forward thinking people. With over 11 years of experience in financial services, she works with families and business owners. Her specialization is in Sudden Wealth including inheritance, divorce, sales of businesses, stock option vesting, personal injury awards, and athletes & entertainers.
Clients like the boutique experience and creative financial solutions provided. Her services include financial planning, tax-efficient investment strategies, small business advising, retirement income planning, education funding, charitable giving, risk management and inter-generational wealth transfer strategies.
Amy has a PhD in Educational Psychology from Temple University. She holds the Accredited Wealth Management Advisor® designation and the Chartered Retirement Planning Counselor® designation from the College for Financial Planning. She believes strongly in the importance of giving back and supports several philanthropies including the Alzheimer’s Association, Samaritan Healthcare & Hospice, and Perkins Center for the Arts.
Away from the office Amy spends time with her husband, Kevin and their daughter, Zoe. During warm weather you can find them playing golf or spending time at the beach.
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The post On the Psychology of Money. Interview with Amy Leis [FSTU 047] appeared first on LearnSavvy.