On Demand
Reinforce Your Value Through Behavioral Financial Advice
There is a proven, positive impact on your clients when you integrate traditional finance practices with psychology.
Elevating clients’ emotional competency and decision-making behavior can help create more impactful plans and improve planning outcomes.
By delivering on the value of behavioral finance and emotional competence, advisors like yourself can distinguish themselves by doing more than just managing money. Adding holistic value to your clients helps them make rational, values-based decisions with their money.
Holistic financial planning takes some preparation. In this on-demand presentation, we will illustrate how obtaining the Behavioral Financial Advisor designation (BFATM) can enable you to help clients make more rational, values-based decisions with their money.
*CFP Credits not applicable for viewing recorded webinar
Speakers
Ray Kelly
Senior Vice President & Consultant
Think2Perform
Sasha Grabenstetter, AFC®, BFA™
Senior Financial Planning Education Consultant
eMoney
There is a proven, positive impact on your clients when you integrate traditional finance practices with psychology.
Elevating clients’ emotional competency and decision-making behavior can help create more impactful plans and improve planning outcomes.
By delivering on the value of behavioral finance and emotional competence, advisors like yourself can distinguish themselves by doing more than just managing money. Adding holistic value to your clients helps them make rational, values-based decisions with their money.
Holistic financial planning takes some preparation. In this on-demand presentation, we will illustrate how obtaining the Behavioral Financial Advisor designation (BFATM) can enable you to help clients make more rational, values-based decisions with their money.
*CFP Credits not applicable for viewing recorded webinar
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