As financial advisors, you understand that one of the most important (and difficult) things you can do for your clients is help facilitate positive behavior change. And not just change that keeps clients from doing “bad” things (like selling at a market bottom), but also change that enables them to do “good” things (like saving more for retirement). Unfortunately, behavior change is hard, but the good news is that the difficulty of enacting behavior change also means it is one of the most valuable things we can do as financial advisors. And the human-to-human connection – and the social commitments we feel – provide some powerful incentives to enact behavior change… which means financial advisors serving as an “accountability partner” to their clients have the potential to drive more successful behavior change than what clients can do on their own.

In this sessions we will explore the obstacles that prevent individuals from setting goals, techniques that can stimulate the limbic brain and lead to higher levels of understanding and positive behavior change. We will also discuss how different communication techniques can facilitate client setting meaningful and motivating goals.

Continuing Education
Application for continuing education has been filed with CFP Board.

Agenda
7:40 am - Community Building Breakfast
7:55 am - Chapter Meeting
8:00 am - Program with Dr. Mattia
9:00 am - Program Concludes