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Date(s) - 11/01/2017
4:00 pm - 4:45 pm


Understanding your clients emotional money behaviors

As a Financial Planner, banker, or a CPA, 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 helping others to take control of their emotions around money so they can get and stay financially healthy. 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 FREE 45-minute 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

  • 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.

Wednesday, November 1, 2017 at 4 PM Eastern

45 Minute Webinar is FREE

Registration is REQUIRED.



Bookings are closed for this event.