Brought to you by the Applied Behavioral Economics Knowledge Circle, the advisor’s role is evolving. Sound strategies alone are no longer enough; clients expect to feel heard, supported, and confident in their decisions. Financial anxiety sits at the center of this shift; advisors who ignore it risk eroding trust and becoming replaceable.

This presentation equips advisors with evidence-based tools to help clients manage anxiety, tolerate uncertainty, and make better decisions—especially during market volatility—thereby guiding them toward grounded, values-aligned action.

Dr. Naomi Win, Psy.D., Behavioral Analyst

Brought to you by the FPA Latino Knowledge Circle, join us for a new series where we will get to know different members of the FPA Latino Knowledge Circle community.  In June we will be joined by Otto Rivera.

Brought to you by the PridePlanners Knowledge Circle, in this program, we explore many of the unique investment challenges the community faces, discuss methods to address them, and identify ways that investors can empower themselves financially. We will also dive into how how FAs can reach the community, regardless if they are a member or an Ally. Finally we will talk about how to customize portfolios to align with client's individual values that may resonate across the LGBTQ+ community. 

Kevin Healy, Vice President, Strategic Relationship Manager

Brought to you by the Women & Finance Knowledge Circle: In a world that increasingly tells us the answer to virtually any problem that ails us is to do more, have more, be more — it’s all too easy to believe that the amount of money you earn, accomplishments you achieve, or praise you receive is never enough. That you are never enough. In this enlightening and thought-provoking keynote, Manisha provides a fresh, powerful antidote to this destructive mindset and roadmap to creating a life that makes your heart sing – maximizing both personal and professional pursuits. You’ll learn.

• Five simple words that can turbo-charge your professional and personal wellbeing.
• Four (surprising!) factors that drive us toward a Never Enough mindset.
• Three powerful actions you can take right now to start building a more vibrant life today.

Manisha’s Book, MoneyZen, The Secret to Finding Your Enough, explores how to free yourself from toxic behaviors around work, money, and success — and find your “enough.” In MoneyZen (named as an "NPR Best Books of 2023") Manisha provides a framework for examining and letting go of self-sabotaging “never enough” behaviors, putting you on the path to creating the life you’ve always dreamed of. MoneyZen readers will learn how to:

• Get off the 24/7 hamster wheel of Hustle Culture
• Eradicate the soul destroying belief that “Self-worth = Net worth”
• Implement a new formula for a rich life: “Financial Health + Emotional Wealth”
• Embrace “Joy-Based Spending” to squeeze maximum happiness out your hard-earned dollars
• Experience “Achieving Less” as the real path to lasting success

Manisha Thakor, MBA, CFA, CFP®, Founder

In a world increasingly defined by rapid change, unpredictability, and information overload, your clients are not just navigating financial uncertainty—they’re living in a VUCA environment: volatile, uncertain, complex, and ambiguous. These conditions don’t just challenge financial plans; they test emotional resilience, decision-making clarity, and personal well-being.

Join Amy N. Mullen, CFP®, President of Money Quotient, for a timely and insightful webinar exploring how financial planners can better support clients facing the psychological and emotional toll of a VUCA world. Drawing on behavioral science and practical experience, Amy will break down each element of the VUCA framework and share how these dynamics influence client behavior, stress responses, and decision-making capacity.

More than just financial strategies, this session will provide tools for helping clients focus on what they can control, align their choices with core values, and develop greater resilience. You’ll leave with a deeper understanding of how to reduce client anxiety, facilitate adaptive

Amy Mullen, CFP®, President

Module 1 introduced the modern client journey and a simple framework for turning increased visibility into a repeatable system.

We'll continue building on this and look at how advisors are being discovered today.  We'll look at how prospects find you across search, AI, referrals and digital channels - and how to recognize the subtle intent signals that indicate real opportunity.

Robert Sofia, CEO, Snappy Kraken