Finance ✦ Penny’s Take
Client Psychology
Charles R. Chaffin · 2018
72/100
👍 Worth It
A serious academic text anchored by CFP Board backing and a credible Wiley imprint — financial advisors who want to understand the behavioral side of client relationships will find genuine depth here. The writing is dense and the audience is narrow, so casual readers will bounce off it quickly. If you're a practicing planner looking to sharpen how you communicate and connect, it earns its place on the shelf.
✦ Penny’s Take — this is The Review Group’s own editorial assessment. Penny’s analytical review line researched this book from real sources and scored it across the lenses shown below. It’s an honest first-party read — not a page-by-page personal one. The gold ✓ Penny Tested mark is reserved for books Penny reads cover to cover herself.
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Show the math
Verdict receipt0–100
Faith & family safety85
Substance / usefulness74
Craft & writing60
Originality70
Evidence & accuracy72
Hype vs delivers68
Age-fit75
👁 Human-eye gut-check70
Penny’s verdict72
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