The Psychology of Money

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Learn what it takes to build high trust relationships with your clients. It isn’t about your credentials or your performance, it’s about how well you understand what is really going on in your client’s mind. You will get a grounding in the role that psychological issues play in money decisions. Through a combination of lecture and small group discussion, we will explore the impact that emotions have in our advisory relationship. We will conclude with an action plan in which you will have an opportunity to integrate your learning into your practice.

ACCREDITED BY THE INSTITUTE 3 CE CREDITS

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The Psychology of Money

SCHEDULE THIS WORKSHOP AT YOUR LOCATION.  TARGETED TO YOUR CASE STUDIES AND TO YOUR TYPES OF CLIENTS. CONTACT DEBORAH TO BOOK YOUR SESSION TODAY  DEBORAH@MYMONEYMINDSET.COM