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Understanding Your Clients' Relationship with Money -- Continuing Education for Financial Service Professionals
Weekly Event - Every Tuesday: 9:00 AM (PDT)
Learn Valuable Information From The Comfort Of Your Own Computer,
You Are Invited to a Complimentary
Continuing Education Webinar
for Financial Service Professionals
Please join us on Tuesday from 9 to 10 a.m. Pacific time for a complimentary one-hour Continuing Education Presentation, “Understanding Your Clients’ Relationship with Money.”
(The last one for the summer will be June 12th.)
Most likely you have experienced clients who have patterns and behaviors that do not always serve their higher financial interests. These behaviors can be perplexing, if not frustrating, for financial professionals.
In this session you will learn to understand some of the reasons clients behave the way they do. It will cover some of the latest findings in:
1. Neuroeconomics and Money
2. Clients' Money Patterns and Behaviors
3. Learning & Understanding Your Clients' Money Types
4. Strategies for Managing Clients' Money Types
The presentation will be given by Steven "Shags" Shagrin, JD, CFP®, Vice President of The Money Coaching Institute and Coordinator of Continuing Education Programs. With over 29 years in practice, Shags now trains and supports Certified Money Coaches and aligned professionals in their work with clients around creating and implementing more mindful money patterns and behaviors.
This presentation has been accepted by the CFP® Board for 1 hour of Continuing Education credit, which extends to acceptance for P.A.C.E. credit for those holding CLU®, ChFC®, CASL®, RHU®, REBC®, and CAP® designations.
Limited to 24 Registrants per Week
WebEx Based Webinar
Web address, access code and toll-free dial in phone number to be provided prior to the workshop. You must be registered in order to receive this information.
Learn Valuable Information From The Comfort Of Your Own Computer
The Money Coaching Institute
The Money Coaching Institute provides money coaching and workshops to individuals, couples and businesses. We also offer training and certification programs for those who wish to become a Money Coach. Although the "executive and personal coaching" field has become quite popular, there are few programs or organizations that train and certify Money Coaches.
Money Coaching is an entirely new field and paradigm developed by Deborah Price, founder of The Money Coaching Institute. She is one the leading experts and pioneers of this new field and has been featured on numerous radio talk shows, public speaking engagements, and national television.
Coping with money issues, both practically and psychologically, continues to be a major life struggle for millions of people and yet, there is very little help available. The mission of the Money Coaching Institute is to fill this greatly needed gap by becoming a nationally recognized center for creating more purposeful and prosperous lives through education, awareness and empowerment.
For more information, please visit us at www.MoneyCoachingInstitute.com