Webinar Registration

When Clients Don’t Follow the Plan:
Techniques from Client Psychology
Boost Your Client's Behavioral Finance outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, July, 7 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Megan McCoy
Dr. Megan McCoy, Ph.D., LMFT, AFC®, CFT™
Associate Professor Personal Financial Planning Kansas State University
Presenter Bio

What You'll Learn

Financial planners are trained to design technically sound recommendations, yet many experience frustration when clients fail to follow through. This presentation reframes so-called “resistance” not as client defiance, but as meaningful data about trust, anxiety, ambivalence, and readiness for…

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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.