March 19 @ 12:00 pm - 1:00 pm EDTFree to AFCPE Members
Approved for 1 CEU for AFCPE® Certified Professionals
When it comes to finances, do you every wonder why people just don’t get it? Or better yet, every wonder what makes people do the “crazy things” they do? In this session, we’ll take a look at the big impact client’s motivations and values have on their choices and decisions, including how a value-based decision can overrule a mathematical-based decision. We’ll also explore how we can assist our clients in using their motivations to get moving towards their goals.
Presenter: Rhonda Williams, AFC®, FFC®