Webinar Registration

Financial Planning “Counseling” Tools to Foster Trust in Your Clients
Boost Your Client's Behavioral Finance outcomes and reduce out-of-pocket costs - CE Credit Available
Thursday, January, 18 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Megan
Megan McCoy, Ph.D., LMFT
Licensed Marriage and Family Therapist Kansas State University

What You'll Learn

Fostering trust in client-facing professions is essential to your work as financial planners. Studies have shown that trust is a critical factor in the quality of the interaction between the planner and the client. The reliance required on one another, the vulnerability involved,…

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Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.