Podcasts and Newsletters
Bringing Science to the Art of Relationship
Enhance the effectiveness of the work you do with your clients by taking a multi-disciplinary perspective of the dynamics at play in your relationship, in how you communicate, and in your client’s financial beliefs, behaviors, and decisions. During this presentation, Amy will demonstrate how to apply insights and knowledge from...
January 22, 2024
Read More >FINRA Foundation Fellowship Application Q&A
What is the Military Spouse Fellowship? Free Q&A Session The FINRA Foundation Military Spouse Fellowship is a national program that offers military spouses the opportunity to earn a career-enhancing financial credential — the AFC® (Accredited Financial Counselor®) certification — while working with the military community. Learn more about this fellowship in this Q/A!
January 19, 2024
Read More >FINRA Foundation Fellowship Application Q&A
What is the Military Spouse Fellowship? Free Q&A Session The FINRA Foundation Military Spouse Fellowship is a national program that offers military spouses the opportunity to earn a career-enhancing financial credential — the AFC® (Accredited Financial Counselor®) certification — while working with the military community. Learn more about this fellowship in this Q/A!
January 19, 2024
Read More >FINRA Foundation Fellowship Application Q&A
What is the Military Spouse Fellowship? Free Q&A Session The FINRA Foundation Military Spouse Fellowship is a national program that offers military spouses the opportunity to earn a career-enhancing financial credential — the AFC® (Accredited Financial Counselor®) certification — while working with the military community. Learn more about this fellowship in this Q/A!
January 19, 2024
Read More >Cracking the Code: Unraveling the Psychology Behind Employee Apathy in Employer Financial Wellness Programs
Cracking the Code: Unraveling the Psychology Behind Employee Apathy in Employer Financial Wellness Programs This presentation delves into the evidence-based understanding of why employees often fail to engage with financial wellness programs. Financial planners and coaches will benefit from a comprehensive exploration of the psychological barriers backed by research and...
January 17, 2024
Read More >The Personality Paradox: Decode the HOW-WOW Personality Puzzle to Elevate Your Financial Advisory Practice
The Personality Paradox: Decode the HOW-WOW Personality Puzzle to Elevate Your Financial Advisory Practice Elevate your advisory skills, decode client behaviors, and revolutionize your approach for impactful client relationships in this webinar. Join me for a comprehensive session diving into emotional cues, client archetypes (HOW and WOW), and three distinctive...
January 17, 2024
Read More >Navigating Goal Congruence with Couples
Navigating Goal Congruence with Couples This one-hour course focuses on helping advisors understand how to navigate working with couples when there is goal incongruence. Being on the same page with goals is crucial for the financial success of the couples. By learning the three areas of goal interdependence, advisors will...
January 17, 2024
Read More >Helping Homeowners Avoid Foreclosure
Helping Homeowners Avoid Foreclosure Join Consumer Action on Tuesday, Feb. 6, for our virtual train-the-trainer "Helping Homeowners Avoid Foreclosure." The webinar panel of speakers will include Andrea Bopp Stark, senior attorney with the National Consumer Law Center (NCLC) and Stacey Tutt, Homeowner Assistance Fund coordinator and senior staff attorney with...
January 10, 2024
Read More >Wanna be an AFC®? December Webinar
Wanna be an AFC®? December Webinar Are you interested in becoming an Accredited Financial Counselor (AFC®) but not sure if it’s right for you? Join us for a no-pressure, informative session where we will give you all the information you need to make your decision. Bring your questions–we love an engaged audience!
January 10, 2024
Read More >Wanna be an AFC®? November Webinar
Wanna be an AFC®? November Webinar Are you interested in becoming an Accredited Financial Counselor (AFC®) but not sure if it’s right for you? Join us for a no-pressure, informative session where we will give you all the information you need to make your decision. Bring your questions–we love an engaged audience!
January 10, 2024
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