Webinar Registration

Wealth & Wellness
Boost Your Client's Behavioral Finance outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, September, 27 • ET • 60 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Jean
Jean Fidone-Schroer, CIMA®
Director, Business Development Edwards Wealth Managment

What You'll Learn

This webinar features Jean Fidone-Shroer with a behavior finance overview, definition of coaching vs expert relationship, appreciative inquiry and motivational interviewing practice, pairing energy level with clients, review SMART goals, non-violent communication examples.

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