Client Communication & Counseling Texas Tech University School of Financial Planning Using self-discovery, this course will explore and apply theory, counseling fundamentals, and communication techniques for effective interactive client communication in financial planning and counseling. Addresses personal relationships with money, including emotions, beliefs, and behaviors.

The book and research by Dan Ariely, Predictably Irrational explains the hidden forces that drive how we make decisions. While these decisions are often far less rational than we think, once we know more about them they can help us stay on top of our finances, interact better with others and live happier lives. Through this self-study program and discussion […]

Communication: Seek First to Understand | Financial Behavior Keynote Group To truly connect and build trust, financial planning clients need to feel that they are both heard and understood by their financial planner. In order to accomplish this goal, financial planners need to understand their own attitudes, values, and biases and learn the art of listening well. In this presentation, […]