Advancing Knowledge in Financial Planning
Speaker Profile
| Specializes In: | Financial Psychology and Other Cool Things |
| Travels From: | Hutchinson, KS |
| Pricing: | $6-7k In Person $2-3k Virtual |
| Meghaan’s Bio | Explore Insights from Meghaan |
Session Descriptions
Below you’ll find detailed session descriptions that include presentation learning objectives, topic areas, and a timed agenda outline. These materials are designed to support CE submission where applicable. Many of our technical sessions can be extended in duration based on your event needs—please reach out to [email protected] with any questions.
| Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement | .Docx | |
| Follow Up Questions – 17 Follow-Up Questions to Enrich Client Conversations | .Docx | |
| Fine to Flourish – Making Monitoring Meetings Fun Again! |
.Docx | |
| From Bell Curves to Behavior – Reframing Risk Conversations with Clients |
.Dock | |
| From Transference to Trust – Recognizing and Managing Emotional Undercurrents in Client Meetings |
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