Utilizing Financial Therapy Techniques to Help Navigate Conflict in Financial Planning Sessions
Boost Your Client's Financial Literacy, Behavioral Finance outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, September, 20 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors

Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™
Certified Financial Therapist-I™ and Professor Kansas State University
What You'll Learn
Fights around money are incredibly common. Since financial planners engage their clients in conversations that directly related to their finances, conflict is bound to arise. In fact, studies have found that financial planners are often faced with clients experiencing financial…