• Friday Jun 26, 2020
• Start Time: 12:00PM
• End Time: 1:00PM
• See meeting invite for Zoom access link!

Time: June 26, 2020 12:00 PM Mountain Time (US and Canada)
Topic: Having Difficult Conversations with Clients – The Basics of Behavioral Coaching

In this presentation, designed especially by and for financial planners, FPA has partnered with the Financial Therapy Association to offer education that will help practitioners effectively work with clients through the most commonly identified life changing situations. Created by a financial therapy experts and financial planners, the series focuses on three different emotional events, detailing researched therapeutic techniques and case studies that any financial planner can use immediately in their practice. Gain a deeper understanding of behavioral coaching, the Vanguard Advisor’s Alpha tenet that can provide the most value for your clients. Learn why consumers’ typical, ratings-driven approach to decision-making does not translate well to the investment world. We will discuss the value you add as an effective behavioral coach and how Vanguard can help. Emphasis is placed on the importance of the financial plan and the emotional circuit-breaker role that advisers can play for their clients.

Approved for 1 CFP CE Credit

Join Zoom Meeting by clicking on the link in the email sent June 12th at 11:45am on June 26th for a quick catch-up before the event starts at 12pm!