Continuing Conversations: Maximize Your Impact on Clients through Emotional Intelligence

Brought to you by the Diversity, Equity and Inclusion Task Force, this session will provide a better understanding of the emotional side of financial counseling to help you become more emotionally aware and actively empathetic in order to create positive long-lasting effects on your clients’ financial mindset and behaviors.

Join us on Thursday, September 23 at 12 PM ET to take part in a new approach to financial counseling/coaching that centers the client’s emotional barriers and trauma responses surrounding personal finance. The session is a blend of education and breakout sessions where you can practice the concepts and strategies offered, provide feedback, and learn from one another in a supportive environment.

Presenters: Jason Simpson AFC® FFC™, Sabrina Cobb AFC®, Catalina Laschon AFC® Candidate, and our guest speaker Nate Astle M.S., Board Member at the Financial Therapy Association and Founder of Relational Money LLC.