Looking for practical ideas to strengthen and increase resilience of your client relationships?
Wednesday, April 18
Approved for 1 hr CFP Continuing Education
CPE and TN Insurance Pending Approval
5314 Maryland Way, Suite 300
Brentwood, TN 37027
3:00 – 3:30 PM – Networking / check-in
3:30 – 5:00 PM – Presentation
5:00 PM – 6:30 PM – Happy Hour TBD
Please let us know you’re coming! RSVP to [email protected]
It may be news to some that the most important predictor of success in the advisor/advisee relationship is the skills of the advisor, not the condition or presenting issues of the client. Behavioral science serves as a gold mine of information regarding strategies (that the professional has total and exclusive control over) which can significantly enhance the quality of the professional relationship. This presentation will focus on providing simple and immediately implementable “tools” that directly impact the robustness and resiliency of any human relationship, personal or professional and the underlying rational for building these relationships. The tools shared will include external environmental factors as well as intrinsic and personal strategies.
More About our Featured Speaker:
Paul T (Ted) Klontz, Ph.D., Associate Professor of Practice of Financial Psychology and Behavioral Finance at Creighton University and Founder and Director of the Financial Psychology Institute at Creighton University’s Heider College of Business, is based in Nashville, TN. He has a 40+ year career in counseling, consulting and advising that has included authoring, co-authoring and/or contributing to 6 financial psychology related books (e.g. Wired for Wealth, Financial Wisdom of Ebenezer Scrooge, Facilitating Financial Health, Financial Therapy: Theory, Research and Practice).
He is a published researcher, professional speaker and trainer with corporate groups focusing on communication skill development and anxiety management. Ted is a designer and facilitator of workshops; consultant to major entertainment management groups; consultant to the US defense department; and has a private practice focused on working with professional athletes/entertainers and financial professionals.
He has served in expert roles as an advisor to Congressional Committees and is regularly quoted in national and international media including The Today Show, CNN, Good Morning America, Larry King Live, Oprah Winfrey, NPR, The Wall Street Journal, Money magazine and The New York Times. Ted’s Healing Money Issues Workshop was featured on ABC News’ 20-20 and Good Morning America. He has also appeared on the Oprah Winfrey Network. He is President of Klontz Consulting Group, has served as one of the founding executive officers of the National Financial Therapy Association, and is Co-Founder of Your Mental Wealth™, a direct to consumer personal finance brand.