SOUND FAMILIAR?

You give your clients excellent financial adviceso why do some of them ignore it or even defy it?

You have a feeling that something deeper is going on under the surface, but you're not sure what it is or how to uncover it.

You’d like to help your clients overcome their self-sabotaging money behavior, but you're not even sure how to do that.

What if You Could Immediately Increase Your Understanding of the Emotional Side of Money

THAT'S EXACTLY WHAT YOU'LL GET WITH THIS 60- MINUTE TRAINING!

 

INTRODUCING

It’s frustrating when clients resist or ignore sound financial advice when it’s clearly in their best interest.

This 60-minute video course uncovers the root causes of emotional money behaviors and gives practical tools to assist clients in overcoming unproductive financial behaviors.

This course has been granted 1 CE unit by the CFP Board.

 

YOU WILL LEARN

 
 
 
 

The power of the subconscious mind

and how it affects your clients' daily decisions and actions with their money

The definition of childhood money narratives

and how they can potentially block your clients' financial progress

The role of your clients' negative self-talk

and how to help them "rewrite" their thought and words about money

How to use the power of positive emotions

to assist your clients in achieving money goals

“This training is packed with incredible insights and practical tools to help my clients thrive with their money!”

Janet Key Financial Advisor

 Janet Key, Advisor at Plan It Financial Corp.

Download the FREE Report:

Trends in Financial Planning & the Emotional Side of Money

WHAT'S INCLUDED

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

UNDERSTANDING YOUR CLIENTS' EMOTIONAL MONEY BEHAVIOR

Only $77! Plus, CFP's earn 1 CE unit!

Immediately Increase Your Emotional Money IQ!

IMMEDIATE ACCESS TO THE TRAINING

ENROLL NOW

7 Pillars, LLC  is a CFP Board CE Sponsor