In this webinar Megan McCoy, a leading authority on financial therapy, talked about ways evidence-based financial therapy tools, techniques, and models that foster trust and commitment with your clients. The presentation began 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.
01-18-2024 Financial Planning "Counseling"
Financial Planning “Counseling” Tools to Foster Trust in Your Clients
Presented by Megan McCoy, Ph.D., LMFT, Kansas State University