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February 6 @ 12:00 pm - 1:00 pm EST
Member Meetup: The Philosophical Paradigms and Behavioral Profiles in Financial Counseling—Understanding Advisor Impact
Join us on February 6th at 12pm ET with Shawn Shahpari, AFC.
We will delve into the diverse philosophical perspectives within financial counseling, discuss how advisors’ beliefs shape their interactions with clients, and then introduce the DISC analysis to illustrate how different personality profiles influence advisory styles.