Understanding the Role of Behavioral Finance in Client Relationships: A Fireside Chat (1 CFP® CE Credit)
Thursday, May 6 from 2:00 - 3:00 p.m. ET
Understanding your clients on a deeper, psychological level will lead to more open discussions that will ultimately allow financial advisors to build the best-possible plans and relationships. Join us for this fireside chat where an experienced industry professional will share strategies for getting to know your clients and their goals and aspirations better. We will also discuss how eMoney can guide these deeper client conversations.
Can't make it to the live session?
Register anyway, and we'll send you the *recording.
*CE credit is not awarded for watching the replay.