Discovering Your Sociopsychonomic Filter Hosted by the Midwest Region Board

When:  Mar 3, 2021 from 12:00 PM to 1:00 PM (ET)
12:00 PM - 1:15 PM ET (11:00 AM - 12:15 PM CT, 9:00 AM - 10:15 AM PT)
Member: Free; Non-Member: $39
1.5 NAPFA CE in J - Communications and 1.5 CFP® CE
Join the NAPFA Midwest Region for this webinar with author and speaker, Lawrence Funderburke.

Are there distinct differences in how social classes think, act, and behave around financial matters? What about within a given social class — generational, situational, and functional subsets — how do they respond when their economic worlds are threatened or they receive a fortuitous blessing? How can planners assist clients in recognizing the drawbacks of their Sociopsychonomic blind spots that impact financial wellbeing, relational harmony, and charitable endeavors? Upbringing, life experiences, and even genetic predispositions (that’s right!) can, and usually do, have a profound effect on an individual’s overview and worldview around economic matters. And being born into a boxed way of thinking doesn’t mean someone has to stay stuck in this mindset. In fact, it can change for the better with an upgraded frame of reference! In this lively presentation, Lawrence’s (aka Mr. Fundy’s) candid and, at times, humorous insights will help planners discover the embedded nuances of Sociopsychonomics to better understand and serve clients, colleagues, and community stakeholders. Buckle your seatbelts; it’s going to be a bumpy ride. The good news? It’ll also be an enjoyable journey.

In this riveting presentation, NAPFA planners will learn...
• How habits, mindsets, and beliefs — each distinct, and yet, interconnected — serve as the backdrop of an individual’s, couple's, or even family’s Sociopsychonomic filter.
• How hang-ups, hurts, and his/herstories provide a cocoon effect for one’s dysfunctional economic habits and the signals planners need to recognize to help a client break free from them.
• How they can make a meaningful connection with any social class or embedded subset through language assimilation, lingo acculturation, and label identification.
• How Sociopsychonomics can help them connect behavioral finance theories with neuroscience concepts in a tactical and practical manner through cause (the brain’s action center, or what is not seen) and effect (the body’s reaction mirror, or what is seen).
• How to pick up on the subtle cues and obvious clues of body language that confirm or contradict what a client says but actually means when meeting face-to-face or virtually with advisors.
• Why the integration of a holistic framework — notably nutritional wellness, functional oneness, and emotional wholeness — is paramount to a client’s or firm’s legacy continuity.
• Why newfound Sociopsychonomic tools can be used and leveraged to bridge the economic divide and close opportunity gaps when offering pro Bono advice or steeply discounted services to vulnerable communities.
• Why Sociopsychonomics can help them build rapport with clients, enhance trust with community stakeholders, and expand untapped business opportunities.
• Why the semantics of Sociopsychonomics matter when financial freedom, economic stability, or legacy wealth are on the line and how to master these artful skills to gain a competitive advantage.
• Why Sociopsychonomics and neurn retirement plans, as well as what added benefits they give business owners