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Annual Conference 2020 Rewind: Positive & Productive Client Communication: Behavioral Finance Principles in Action

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Includes a Live Event on 12/01/2020 at 12:00 PM (MST)

Normal human bias is a fundamental reason for poor client decision making. This presentation will explain the psychological principles of human bias and the impact on client decisions. The presentation will teach practical and effective cognitive shifting processes to counsel the client out of bias thinking. In addition, attendees will learn how to guide clients to productive decision making with cognitive communication processes.

  • Learn neuropsychology behind behavioral finance principles and the fundamentals of how humans think and what that means for communicating with clients effectively
  • Recall the root causes of bias and what patterns to look for in client bias
  • Demonstrate specific communication techniques to guide clients through the productive thinking process and reach a positive and thoughtful decision

Barbara Kay, MA, LPC, RCC, TIPC

President, Barbara Kay Coaching

Business Psychology and Productivity Coach since 1998, Barbara delivers coaching, consulting & speaking on: Growth, Productivity, Clients, Communication, Conflict, Change, Women, Teams, and Leadership. Barbara speaks for financial services organizations and coaches, leaders, teams, and professionals nationwide. Educated and licensed in Clinical Psychology, she completed additional training with the Coaches Training Institute and is a Registered Corporate Coach. Barbara is the author of many journal articles and two books, the Top Performer's Guide to Change and the $14 Trillion Woman. Barbara is an active member of the Financial Planning Association and the American Psychological Association.

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Annual Conference 2020 Rewind: Positive & Productive Client Communication: Behavioral Finance Principles in Action
12/01/2020 at 12:00 PM (MST)   |  60 minutes
12/01/2020 at 12:00 PM (MST)   |  60 minutes
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available