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Date(s) - 11/19/2018
12:00 pm - 1:00 pm

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Understanding Your Clients’ Emotional Money Behaviors

 

Understanding your clients emotional money behaviors

As a financial professional, it’s frustrating when your clients resist or ignore your sound advice when you KNOW it’s in their best interest financially. What’s causing this emotional behavior and how do you help your clients to overcome it?

Christine Luken, the Financial Lifeguard, has over a decade of experience empowering others to take control of their emotions around money to recover their financial dignity. As a Certified Financial Counselor and a member of the Financial Therapy Association, Christine will pull back the curtain on why money is so emotional.

In this webinar exclusively for financial services professionals, you’ll discover:

  • The 3 most common sources of emotional money behaviors

  • How to spot and identify emotional money triggers in your clients

  • Tactics to help your clients save and invest more money for the future by harnessing the power of emotion

  • Resources to support your clients’ ongoing financial wellness

By understanding your clients’ emotional money behaviors, you’ll be equipped to positively influence them to make choices for a better financial future!

Monday, November 19th

Noon – 1 PM EST

Webinar Via Zoom. Register HERE.

“Christine shared her insights about the underlying emotions that can drive money behavior, pointing out items to watch for and actionable tips we can apply to our client practice.  She understands what motivates clients and has a knack for being honest, yet respectful.  We really appreciated her helpful insights!” Cincinnati Wealth Advisor