Live Webinar - Thursday, February 6 from 2:00 - 3:00 p.m. ET
Driving Client Motivation Through Accountability Strategies (1 CFP® CE Credit)
How do we motivate clients to work on and engage with their financial plans? By aligning their goals with their values through an emotional interaction that connects them to their “why.” Be part of this insightful discussion on increasing accountability and motivation.
Speakers
Sasha Grabenstetter, AFC®, BFA™
Senior Financial Planning Education Consultant
eMoney
How do we motivate clients to work on and engage with their financial plans? By aligning their goals with their values through an emotional interaction that connects them to their “why.” Be part of this insightful discussion on increasing accountability and motivation.
About eMoney
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6.3 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.
