You give your clients excellent financial advice… so 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!
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, 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
UNDERSTANDING YOUR CLIENTS' EMOTIONAL MONEY BEHAVIOR
Only $77! Plus, CFP's earn 1 CE unit!