In this session, financial advisors will gain greater awareness into what it means to deliver a behaviorally-informed financial planning process. Specifically, the session elaborates on the idea that financial planners are not defenders of an outdated map but are guides in an ever-changing landscape. To that end, advisors will learn specific phrasing for working with clients. They will gain insight into client emotions and how emotions can, if we are guides, positively impact the advisor-client relationship. And perhaps most important, advisors will be challenged to adopt a process where we normalize, with clients, the search for disconfirming evidence and begin to see financial plans as just strong opinions… held loosely, placing the power of the work between advisors and clients into course corrections and relationships.
It was a joy to have Carl. Seriously, he crushed it (I am already a big fan). He is a great presenter and made himself very available afterwards. I ended up chatting with him for 30 minutes after the presentation was over.
Central Ohio FPA
- Oct 17 2023
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