Tools for the Investing Conversation (Without Making Recommendations)

When a client asks about “putting their money to work,” it is common for financial counselors to feel a sense of hesitation. Many professionals shy away from the topic because they feel just as much uncertainty as their clients do. However, providing education on the mechanics of building wealth is a core part of the AFC®️ role. Avoiding the conversation altogether can unintentionally widen the Confidence Gap for those who need guidance most.

Join Jessica Perrone, AFC®️, a 15-year veteran of Wall Street, for a session designed to add practical tools to your professional toolbox. Jessica has a proven method that makes these concepts far less complex than the industry makes them out to be. She will share her signature “translator” tricks to help you break down the language of investing for yourself and your clients.

Presenter: Jessica Perrone, AFC® Founder of Her Financial IQ

$50/Free for AFCPE Members

Friendly reminder: We recommend completing all registration steps at least 24 hours in advance to ensure access to the live webinar.