December CE Webinar: Planning with Emotional

Intelligence (1 CFP® CE Credit*)

Maintaining client engagement and commitment to their financial plans is crucial to your success as a financial advisor. One important strategy is honing your emotional intelligence skillset.

This webinar explores how building your emotional intelligence skillset can provide value to create longer-lasting client-planner relationships.

*CFP Credits not applicable for viewing the recording

Presenters

Sasha Grabenstetter, AFC®, BFA™

Financial Planning Education Consultant

eMoney Advisor

Chris Mauriello

Financial Planning Practice Management Consultant

eMoney Advisor