Keynote: LOADED -The Psychology of Financial Decisions

Financial advisors know how hard it is to motivate actual behavior change, especially when emotions trump logic, as it so often does. Crossing the line from fiduciary to counselor is a daunting step, but a basic understanding of financial psychology can be an incredible differentiator in your practice. In this session, you will learn how to help your clients 1) uncover and challenge core beliefs that may lead them to financial self-sabotage, 2) choose strategies that meet their needs while also reducing expenses, and 3) identify their most valuable resources and turn them into assets.