Webinar Registration

Bringing Science to the Art of the Relationship

Boost Your Client's Psychology of Financial Planning outcomes and reduce out-of-pocket costs - CE Credit Available

Wednesday, November, 15

01:30pm ET

75 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

Amy Mullen, CFP®

President Money Quotient

What You'll Learn

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

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Webinar Description

Enhance the effectiveness of the work you do with your clients by taking a multidisciplinary perspective of the dynamics at play in your relationship, in how you communicate, and in your client’s financial beliefs, behaviors, and decisions. During this presentation, Amy Mullen, CFP® and President of Money Quotient, Inc., will demonstrate how to apply insights and knowledge from psychology, neurology, and biology to the work you do with your clients to increase effectiveness in the relationship and financial planning process.

• Gain insight into how to increase effectiveness in the work you do with your client by learning how to integrate concepts and theories derived from various disciplines including behavioral finance, positive psychology, and biology into your client meeting process.

• Understand how relevant information such as core values, perspective, belief, and attitudes influence the clients’ level of engagement and motivation to participate in the financial planning process.

• Learn how to fine tune your communication and the way that you present your recommendations to better engage your clients and illicit more follow-through

*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credit.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.