A Practical Approach to Access Client Goals and Money Messages
We all have money messages and stories that develop in our early years, often before we have language to describe our experiences. These stories are emotionally charged and explain a lot about money behavior.
This session will offer a goal setting process to determine a couple's goals and money messages. Attendees will discuss how to use these stories to help partner with clients to make wise financial decisions.
Learning Objectives:
- Review a practical example of one firm's goal setting process
- Understand how to use money stories to create better relationships with clients
- Learn how to help clients effectively reach their goals
