You give your clients excellent financial advice… so why do some of them ignore it or even defy it?
What if You Could Learn the Secrets to Helping Your Clients Make Wise Money Decisions NOW That They'll be Happy with Later?
THAT'S EXACTLY WHAT YOU'LL GET WITH THIS 60- MINUTE TRAINING!
It’s a very emotional situation when your client is facing widowhood or divorce. The likelihood of making disastrous money mistakes skyrockets during this time.
This 60-minute webinar gives you the information and tools to assist your clients with making wise financial decisions during these difficult life transitions.
They'll thank you for helping them make the right decisions now that they'll be happy with later!
This course has been granted 1 CE unit by the CFP Board.
YOU WILL LEARN
Understanding the Stages of Grief
recognize your clients’ emotional state and guide them to make good financial choices
3 Divorce Emotional Money Landmines
and how how to guide your clients successfully away from the danger
Handling the Finances for the First Time
and how to take the overwhelm and stress out of their daily money management
Money Mistakes During Widowhood
recognize the extremes & help clients achieve a healthy balance
“This training is packed with incredible insights and practical tools to help my clients thrive with their money!”
Janet Key, Advisor at Plan It Financial Corp.
Download the FREE Report:
Trends in Financial Planning & the Emotional Side of Money
60-Minute Video Lesson
Exercises & Tools to Use with Your Clients for Overcoming Emotional Money Challenges
Satisfy Your Continuing Education Requirements
(Course has been accepted by the CFP Board for 1 CE unit.)
7-Page PDF Guide
Access to the Video Lesson for 1 Year
INVESTMENT FOR THE WEBINAR
EMOTIONAL MONEY MISTAKES DURING DIVORCE & WIDOWHOOD
Only $77! Plus, CFP's earn 1 CE unit!