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

01:00pm ET

75 minutes

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

Megan McCoy, Ph.D., LMFT

Licensed Marriage and Family Therapist Kansas State University

What You'll Learn

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

Name

First Name

Last Name

Email Address

Who invited you?

Please provide your CFP ID #

Please provide your CRD #

ZIP Code

Which best describes you? *

State

City

Phone Number

What are your designations (e.g. CFP or CLU)?

Your B/D or RIA

Do you have a trusted mortgage advisor to serve your clients?

This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.

What You'll Learn

No content added

Webinar Description

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, and the positive expectations established all contribute to the importance of trust. Moreover, clients who trust their financial planner are more likely to seek financial advice. Trust is crucial for the client's reliance on the planner's advice to achieve the desired financial outcome.

Join Megan McCoy, a leading authority on financial therapy, to learn ways evidence-based financial therapy tools, techniques, and models that foster trust and commitment with your clients. The presentation will begin with the antecedents of trust and commitment in planner-client relationship, but broaden the discussion to upcoming research on how anxiety mediates the antecedents influence on trust and commitment. The relationship on the antecedents of trust and commitment explained 79% of the variation in trust in a sample of 435 clients.

*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.