Thursday, November 09, 2017 at 3 p.m. ET (2 p.m. CT, 12 p.m. PT)
Presented by: Christine Moriarty
Earn: 1 NAPFA CE ; 1 CFP® CE (pending) in J - Communications
Members: $39.00; Non-Members: $59.00
We know emotions and money play a role in working with clients. We have all seen it in action, but do we understand our clients well enough to assist them in changing to positive behavior?
As CFP professionals, we learn practice management skills. This session goes beyond for a deeper knowledge to understanding our clients. Neuroscience and psychology influence financial behavior in many ways. Learn how you can work with the reality of the whole client.
Call it “Financial Education with a Twist.” Labeled their “financial therapist” by clients, Christine has decades of experience and she shares a technique to put into practice and make your own.
Through actual client stories, learn a new behavioral and emotional approach to working with your clients. Develop specific approaches to working with individuals, couples and aging seniors that will engage, enlighten and educate you in your work with clients. This technique will strengthen your client relationships for the long haul, building more meaningful relationships which leads to attracting more assets as you understand your clients at a deeper level.
Christine Doreen Moriarty, CFP, MBA is an international speaker, writer and coach and has taught at the college level for over twenty years. She earned a BS in Finance, MBA in Entrepreneurship and a Certification in Financial Planning.
She has been quoted extensively in publications including Good Housekeeping, USA Today, the Boston Globe and Fidelity Focus Magazine, as well as in several books including Living Your Joy. She has a monthly financial column in Vermont Woman and has been published in several periodicals and on-line publications. In addition, she writes a monthly newsletter, “My Peace on Money,” that reaches a growing list of over several thousand subscribers.