Starting fresh in the New Year: Empowering clients for year-round progress towards financial goals

As the new year begins, setting fresh goals or revisiting old ones can feel overwhelming. Join us to explore behavioral science and learn how to apply simple, empathetic strategies in client conversations. Your clients will be better equipped to develop strategies, overcome challenges, and stay motivated—all year long. Plus, these insights are versatile and apply to any goal, not just financial ones!

This session will weave together:

• “Atomic” habits that support the creation and maintenance of behaviors, leading to desired long-term behaviors and progress towards goals
• System 1 and System 2 influences and how environmental factor influence behavior- change and decision-making to keep focused
• Solution-focused questioning to shift client perspective towards
• Solutions rooted in their strengths
• Empathetic and nonjudgmental approaches to help clients understand and address the obstacles that hinder the formation and maintenance of desired behaviors

Presenter: Cherie Stueve, PhD CFP®️ AFC®️ FFC®️ FBS®️