Podcasts and Newsletters
Uncovering Hidden Motivators
Even the most sound financial advice can hit a standstill when a client’s underlying motivations remain unspoken. This workshop equips you with a tactical framework to identify when an unexpressed need is driving a financial decision and provides questioning strategies needed to bring those motivations to light. Through real-world modeling...
February 19, 2026
Read More >Protecting Consumers from Emerging Scams
To help protect the clients you serve, and in recognition of National Consumer Protection Week, Consumer Action is offering the free "Protecting Consumers from Emerging Scams" webinar, featuring three accomplished speakers who will provide you with knowledge and resources to better serve your community: - Andrew Rayo, chief of staff...
February 12, 2026
Read More >The Counselor’s Compass: Navigating Ethical Dilemmas in Financial Counseling
Financial counselors don’t face abstract ethical puzzles, they face real people, real money, and real pressure. Presented by the Zeiders team, this session takes AFCPE’s Standards of Practice out of the policy manual and puts them into the reality of counseling work. Through discussion and applied examples, participants will sharpen...
February 11, 2026
Read More >Just Say No To Scams (in-person Training in Dallas, Texas)
Consumers lost more than $12.5 billion to fraud in 2024, a 25% increase from the previous year, with identity theft and cyber-enabled scams continuing to rise nationwide. As part of Consumer Action’s decades-long work educating consumers to recognize and avoid fraud, this in-person training equips community educators, counselors, and direct...
February 03, 2026
Read More >Just Say No To Scams (In-person Training in Greater West Palm Beach, Florida)
Just Say No to Scams: Protecting Consumers and Communities from Fraud Consumers lost more than $12.5 billion to fraud in 2024, a 25% increase from the previous year, with identity theft and cyber-enabled scams continuing to rise nationwide. As part of Consumer Action’s decades-long work educating consumers to recognize and...
February 03, 2026
Read More >Rewriting the Narrative: Helping Clients Believe They Can Build Wealth
In this CE-eligible webinar, Tim Maurer, CFP®, RLP®, will examine how personal narratives, money scripts, and emotion-driven decision-making influence financial behavior, particularly for low- to moderate-income individuals. Drawing from behavioral finance and narrative psychology, this session explores how clients’ internal stories about money are formed—and how those stories can either...
February 03, 2026
Read More >Communicating for Client Understanding
Few things are more frustrating than explaining a financial concept, only to realize your client is still confused and unable to move forward. This intensive workshop solves the disconnect between expert advice and client comprehension by providing a tactical framework for clear, jargon-free communication. Through interactive breakout sessions and real-world...
February 02, 2026
Read More >Cultivating Intrinsic Client Motivation
Understanding why clients act—or fail to act—is the key to helping them reach their goals. This interactive workshop applies Self-Determination Theory to help you identify where clients sit on the motivation continuum and how to create the specific conditions where their internal drive thrives. Through collaborative breakout groups and self-reflection,...
February 02, 2026
Read More >FPA Connect: Reverse Mortgage Psychology: Navigating the Back-and-Forth between Benefits and Pitfalls
Are your senior clients sitting on substantial home equity but struggling with cash flow, or are they reluctant to tap into investments during market downturns? Reverse mortgages can be a powerful financial tool, but they come with complexity, costs, and crucial timing considerations that demand your professional guidance. In this...
January 26, 2026
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