Learning Center

The New Client Conversation: Financial Security and the Keys to Effective Decision-Making

Product not yet rated

Conversations about retirement can be harder than we'd like because a combination of unspoken client emotions and values, unique personalities, and industry jargon often interfere with good communication and decision making.

  • The importance of Financial Security and the role of emotions in decision-making Successful client conversations are more likely when we recognize
  • That messages must be tailored to clients’ unique personality types
  • Language must be clear and jargon-free

Michael Harris, CFP®, CLU, ChFC

Senior Educational Advisor

Alliance for LIfetime Income

Mike - CFP, CLU, ChFC, a senior education advisor for the Alliance for Lifetime Income, a nonprofit organization founded to help Americans address the risk of outliving their retirement income. For almost 30 years, he worked as a senior executive in the life insurance industry, collaborating closely with financial advisors, insurance agents, CPAs, attorneys and their clients to help design financial strategies and solutions for the “new” American retirement.

Sean Bailey

Founding Editor in Chief

Horsemouth

Founding editor in chief of Horsesmouth (www.horsesmouth.com), a Manhattan-based company that creates educational programs on retirement planning, Social Security, Medicare, college planning, and cybersecurity for financial professionals.

image

Key:

Complete
Failed
Available
Locked
The New Client Conversation: Financial Security and the Keys to Effective Decision-Making
Open to view video.
Open to view video.
Exam
5 Questions  |  2 attempts  |  4/5 points to pass
5 Questions  |  2 attempts  |  4/5 points to pass
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available