Often times, advisors find themselves wondering “Am I a Planner or a Therapist?” in meetings with clients. Due to the inherently emotional nature of financial conversations, it can be challenging for advisors to navigate the overwhelming and often strong emotions that show up!

In this workshop, Dr Shay will facilitate a discussion around common challenges financial planners face with clients failing to adhere to financial plans. She will then provide common behavioral, emotional, and relational reasons clients fail to adhere to financial plans as context for these challenges. Finally, Dr Shay will share tips for planners to address these common challenges in their relationships with their clients.

After attending this workshop, participants will:

-Articulate common reasons for client failure to adhere to financial plans

-Understand how past experiences, client emotions, and core beliefs implement financial behaviors

-Receive tangible questions and activities they may implement with clients to bridge the implementation gap

This workshop can be formatted as a virtual or on site presentation. It includes one 60 minute presentation including a 10 minute Q&A, and three 20 minute follow up individual meetings for staff.

Total investment for this workshop is $6,000. To secure the date of the workshop, a $1,000 deposit is required at the time of scheduling.

If the firm is in need of additional services (individual follow up meetings…etc) the cost may change.