James Grubman, PhD

Panel Discussion - Psychology of Wealth and the Financial Planning Relationship
2023-01-26 12:00 - 13:00 (America/New_York) | Virtual Event
Jim Grubman participated in a lively virtual panel discussion about financial planning, money psychology, and client relationship skills, led by Dr. Meghaan Lurtz of the Columbia University Wealth Management program. Other participants included Dr. Sonya Lutter and Dr. Brian Portnoy.
