Week of Events
Client Communication & Counseling
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.
Member Coffee Chat: 2023 Focus, Plans & Goals
Member Coffee Chat: 2023 Focus, Plans & Goals
Join us for Practitioners Unite: Networking Coffee Chats. This event occurs once a month and is the perfect place to come hang out and network with other AFCPE Members! This week we will be discussing our 2023 plans and goals. There is not a presentation, but there will be icebreaker questions to help get everyone going. This is a space […]
The Psychology of Money: Understanding a Client’s Financial Decisions
The Psychology of Money: Understanding a Client’s Financial Decisions
The Psychology of Money: Understanding a Client’s Financial Decisions Dr. Mary Bell Carlson, CFP®, AFC® is a financial behavior expert and a well-known speaker and author. Mary has worked in both the military and government sectors for over a decade, helping improve her clients’ personal finances. Mary founded Chief Financial Mom.com, a personal finance education blog to help other busy moms. She […]
FPA Connect: Creating Trust and Transparency in the Client Relationship
FPA Connect: Creating Trust and Transparency in the Client Relationship
FPA Connect: Creating Trust and Transparency in the Client Relationship Transparency in financial planning is a powerful way to build client trust and engagement, arguably the foundation of a successful client relationship. Unfortunately, mistrust has been baked into consumers’ consciousness for some time, causing many to question if financial professionals have their best interest in mind, and leaving financial planners […]