Due to technical difficulties with our webinar provider, viewers may have experienced issues with their webinar experience and their recording. They may access the webinar recording, and the live Q&A session below, as well as download the accompanying materials. Members who were looking to earn CE credit can log into the Member Section and take the accompanying CE Quiz.
9 Proven Techniques to Help Clients Change
While financial advisors are taught how to analyze client situations and craft recommendations, there is remarkably little guidance in what to do when clients don’t actually follow those recommendations. Because in the end, helping clients actually change their behavior can be difficult, and the best way to push them forward – without offending them in the process – is not always clear. Join Dr. Brad Klontz, Psy.D, CFP, to learn about the forces of resistance and ambivalence to change and how to help clients move forward.
On-Demand Webinar Recording
Watch the Live Q&A Session with Brad Klontz
About the Speaker
Dr. Klontz is both a financial planner and a financial psychologist. He is an Associate Professor of Practice in Financial Psychology and Behavioral Finance at Creighton University’s Heider College of Business. He is a Fellow of the American Psychological Association and a former President of the Hawaii Psychological Association. Dr. Klontz co-founded the Financial Psychology Institute™ in response to his interest in financial psychology. He provides training for financial and mental health professionals and has partnered with organizations including Capital One, JP Morgan Chase, and H&R Block in efforts to help raise public awareness around issues related to financial health and financial psychology.