Change is constant, yet navigating through it is often a challenge for individuals, especially during pivotal financial moments. In this webinar, Meghaan Lurtz, Ph.D., FBS™ equips advisors with the tools and frameworks to become effective agents of change leveraging the Transtheoretical Model (TTM) to guide clients through the complexities of financial decision-making. She explores real-world case studies, uncovers techniques to manage client ambivalence, and develops strategies to foster client confidence and self-efficacy. Advisors will learn how to:
- Analyze client behaviors and decision-making processes using the Transtheoretical Model of Change.
- Evaluate the role of ambivalence in financial planning and its impact on client outcomes.
- Design personalized strategies that increase client self-efficacy and decision confidence.
- Apply techniques from modern coaching and behavioral science to support clients in overcoming financial inertia.
- Create structured financial planning sessions that incorporate reflective questioning and scenario analysis.
