A.U.M.™ - Research-Based Marketing with Dr. Dubofsky and Dr. Sussman

research From "Your Total Wealth" Book

Where is the intersection of mind, soul, and personal finance? Go beyond the numbers this week as we invite Drs. David Dubofsky and Lyle Sussman, co-authors of “Your Total Wealth,” to share the life lessons and financial tips they’ve uncovered throughout their 80 years of combined academic research. We’re plumbing the depths of personal finance to reveal the behavioral, psychological, emotional, and relational aspects of financial planning while learning what it all means for your marketing strategy. Let’s dig into this week’s AUM!

Follow Up From the Discussion

Three questions to measure financial literacy.

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