Using behavioral finance to help clients live their best lives, with Jay Wheeler

Financial planning is about more than money. Money is used as an exchange for feelings, but personal values get at the heart of what people really want. That’s how financial advisor Jay Wheeler starts each client relationship. His team uses the principals of behavioral finance (plus a deck of cards) to help clients determine exactly what their personal values are. In this episode, hear Jay talk about how his firm, Wheeler Financial in Wilmington, Delaware, with $215 million in assets under management, serves the “millionaire next door” types with this values-first approach to planning. He also discusses the consultants he’s used to help him become a better advisor and business owner. For more, visit PracticeLab.