Key Insights into Becoming a Trusted Advisor
(1 CFP® CE Credit*)
Building trust is essential to the foundation of a successful client relationship, and an invaluable asset. Unfortunately, mistrust has been baked into consumers' consciousness for some time, causing many to question whether financial professionals have their best interests in mind, and leaving financial planners tasked with turning mistrust into understanding and action.
Join eMoney's Emily Koochel, Ph.D., AFC®, CFT-I™, BFA™, and Sasha Grabenstetter, AFC®, BFA™, as they discuss breaking down client barriers and how to expand your value as a financial planner.
*CFP Credits not applicable for viewing recorded webinar